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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 | $57,127 | $138,102-58.6% | $125,381-54.4% | $134,532-57.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -54.47% | 750.73%-805.2pp | 572.31%-626.8pp | 418.27%-472.7pp |
| Employer contribution / active EE | $697 | $5,245-86.7% | $4,815-85.5% | $4,741-85.3% |
| Participant deferral / active EE | $13,000 | $7,801+66.7% | $7,448+74.6% | $6,401+103.1% |
| Admin fee / account holder | $22,579 | $11,568+95.2% | $10,007+125.6% | $11,429+97.6% |