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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 | $22,491 | $138,114-83.7% | $125,391-82.1% | $134,545-83.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -33.03% | 750.88%-783.9pp | 572.41%-605.4pp | 418.37%-451.4pp |
| Employer contribution / active EE | $939 | $5,246-82.1% | $4,816-80.5% | $4,742-80.2% |
| Participant deferral / active EE | $5,305 | $7,801-32.0% | $7,448-28.8% | $6,401-17.1% |
| Admin fee / account holder | $929 | $11,570-92.0% | $10,009-90.7% | $11,431-91.9% |