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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 | $65,792 | $138,078-52.4% | $125,363-47.5% | $134,509-51.1% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -21.34% | 750.49%-771.8pp | 572.15%-593.5pp | 418.13%-439.5pp |
| Employer contribution / active EE | $844 | $5,245-83.9% | $4,815-82.5% | $4,741-82.2% |
| Participant deferral / active EE | $5,990 | $7,800-23.2% | $7,447-19.6% | $6,400-6.4% |
| Admin fee / account holder | $517 | $11,566-95.5% | $10,005-94.8% | $11,427-95.5% |