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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 | $24,562 | $138,114-82.2% | $125,391-80.4% | $134,545-81.7% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -24.07% | 750.88%-775.0pp | 572.41%-596.5pp | 418.37%-442.4pp |
| Employer contribution / active EE | $802 | $5,246-84.7% | $4,816-83.3% | $4,742-83.1% |
| Participant deferral / active EE | $2,612 | $7,801-66.5% | $7,448-64.9% | $6,401-59.2% |
| Admin fee / account holder | $2,712 | $11,570-76.6% | $10,009-72.9% | $11,431-76.3% |