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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 | $82,136 | $138,114-40.5% | $125,391-34.5% | $134,545-39.0% |
| Participation rate | 22.2% | 84.5%-62.3pp | 82.4%-60.2pp | 81.2%-59.0pp |
| Annual return | -33.40% | 750.88%-784.3pp | 572.41%-605.8pp | 418.37%-451.8pp |
| Employer contribution / active EE | $928 | $5,246-82.3% | $4,816-80.7% | $4,742-80.4% |
| Participant deferral / active EE | $3,864 | $7,801-50.5% | $7,448-48.1% | $6,401-39.6% |
| Admin fee / account holder | $499 | $11,570-95.7% | $10,009-95.0% | $11,431-95.6% |