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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 | $50,918 | $138,102-63.1% | $125,381-59.4% | $134,532-62.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -23.51% | 750.73%-774.2pp | 572.31%-595.8pp | 418.27%-441.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,448 | $7,801+85.2% | $7,448+94.0% | $6,401+125.7% |
| Admin fee / account holder | $2,008 | $11,568-82.6% | $10,007-79.9% | $11,429-82.4% |