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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 | $38,683 | $138,102-72.0% | $125,381-69.1% | $134,532-71.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -23.29% | 750.73%-774.0pp | 572.31%-595.6pp | 418.27%-441.6pp |
| Employer contribution / active EE | $244 | $5,245-95.3% | $4,815-94.9% | $4,741-94.9% |
| Participant deferral / active EE | $8,161 | $7,801+4.6% | $7,448+9.6% | $6,401+27.5% |
| Admin fee / account holder | $660 | $11,568-94.3% | $10,007-93.4% | $11,429-94.2% |