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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 | $34,891 | $180,459-80.7% | $154,108-77.4% | $135,380-74.2% |
| Participation rate | 46.2% | 87.4%-41.3pp | 83.0%-36.9pp | 82.6%-36.5pp |
| Annual return | -12.36% | 888.21%-900.6pp | 735.21%-747.6pp | 519.81%-532.2pp |
| Employer contribution / active EE | $1,254 | $6,035-79.2% | $5,298-76.3% | $4,779-73.8% |
| Participant deferral / active EE | $3,073 | $5,806-47.1% | $5,081-39.5% | $5,609-45.2% |
| Admin fee / account holder | $765 | $16,145-95.3% | $13,411-94.3% | $10,828-92.9% |