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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 | $55,934 | $127,387-56.1% | $115,038-51.4% | $125,389-55.4% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -8.15% | 31.28%-39.4pp | 26.14%-34.3pp | 282.24%-290.4pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,731 | $6,423+51.5% | $6,026+61.5% | $5,352+81.8% |
| Admin fee / account holder | $3,652 | $9,516-61.6% | $8,175-55.3% | $9,541-61.7% |