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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 | $35,983 | $180,462-80.1% | $154,111-76.7% | $135,379-73.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -12.31% | 888.17%-900.5pp | 735.18%-747.5pp | 519.79%-532.1pp |
| Employer contribution / active EE | $901 | $6,036-85.1% | $5,298-83.0% | $4,779-81.2% |
| Participant deferral / active EE | $3,584 | $5,806-38.3% | $5,081-29.5% | $5,609-36.1% |
| Admin fee / account holder | $3,501 | $16,145-78.3% | $13,411-73.9% | $10,828-67.7% |