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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 | $24,996 | $138,114-81.9% | $125,391-80.1% | $134,545-81.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -26.72% | 750.88%-777.6pp | 572.41%-599.1pp | 418.37%-445.1pp |
| Employer contribution / active EE | $779 | $5,246-85.2% | $4,816-83.8% | $4,742-83.6% |
| Participant deferral / active EE | $5,580 | $7,801-28.5% | $7,448-25.1% | $6,401-12.8% |
| Admin fee / account holder | $5,267 | $11,570-54.5% | $10,009-47.4% | $11,431-53.9% |