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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 | $96,507 | $180,466-46.5% | $154,114-37.4% | $135,382-28.7% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -9.32% | 888.15%-897.5pp | 735.16%-744.5pp | 519.77%-529.1pp |
| Employer contribution / active EE | $1,145 | $6,035-81.0% | $5,298-78.4% | $4,779-76.0% |
| Participant deferral / active EE | $2,996 | $5,806-48.4% | $5,081-41.0% | $5,609-46.6% |
| Admin fee / account holder | $3,526 | $16,144-78.2% | $13,411-73.7% | $10,829-67.4% |