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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,089 | $99,647-19.6% | $86,439-7.3% | $134,509-40.5% |
| Participation rate | 20.0% | 82.1%-62.1pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -25.48% | 6784.13%-6809.6pp | 4395.55%-4421.0pp | 418.13%-443.6pp |
| Employer contribution / active EE | $230 | $4,401-94.8% | $3,769-93.9% | $4,741-95.1% |
| Participant deferral / active EE | $2,658 | $7,246-63.3% | $6,952-61.8% | $6,400-58.5% |
| Admin fee / account holder | $1,280 | $8,373-84.7% | $6,732-81.0% | $11,427-88.8% |