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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 | $53,264 | $190,916-72.1% | $160,037-66.7% | $134,545-60.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -21.07% | 552.79%-573.9pp | 408.95%-430.0pp | 418.37%-439.4pp |
| Employer contribution / active EE | $451 | $4,996-91.0% | $4,226-89.3% | $4,742-90.5% |
| Participant deferral / active EE | $12,885 | $6,925+86.1% | $6,184+108.4% | $6,401+101.3% |
| Admin fee / account holder | $385 | $10,497-96.3% | $8,716-95.6% | $11,431-96.6% |