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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 | $99,396 | $133,981-25.8% | $112,249-11.5% | $134,532-26.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.55% | 47.16%-67.7pp | 27.48%-48.0pp | 418.27%-438.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,610 | $5,292+62.7% | $4,729+82.1% | $6,401+34.5% |
| Admin fee / account holder | $351 | $7,492-95.3% | $6,412-94.5% | $11,429-96.9% |