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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 | $65,050 | $138,102-52.9% | $125,381-48.1% | $134,532-51.6% |
| Participation rate | 27.8% | 84.5%-56.7pp | 82.4%-54.6pp | 81.2%-53.5pp |
| Annual return | -21.09% | 750.73%-771.8pp | 572.31%-593.4pp | 418.27%-439.4pp |
| Employer contribution / active EE | $612 | $5,245-88.3% | $4,815-87.3% | $4,741-87.1% |
| Participant deferral / active EE | $3,611 | $7,801-53.7% | $7,448-51.5% | $6,401-43.6% |
| Admin fee / account holder | $3,468 | $11,568-70.0% | $10,007-65.3% | $11,429-69.7% |