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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 | $54,058 | $180,459-70.0% | $154,108-64.9% | $135,380-60.1% |
| Participation rate | 68.2% | 87.4%-19.2pp | 83.0%-14.9pp | 82.6%-14.5pp |
| Annual return | -10.42% | 888.21%-898.6pp | 735.21%-745.6pp | 519.81%-530.2pp |
| Employer contribution / active EE | $910 | $6,035-84.9% | $5,298-82.8% | $4,779-81.0% |
| Participant deferral / active EE | $3,152 | $5,806-45.7% | $5,081-38.0% | $5,609-43.8% |
| Admin fee / account holder | $2,545 | $16,145-84.2% | $13,411-81.0% | $10,828-76.5% |