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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 | $37,713 | $133,981-71.9% | $112,249-66.4% | $134,532-72.0% |
| Participation rate | 56.3% | 78.6%-22.3pp | 75.1%-18.8pp | 81.2%-25.0pp |
| Annual return | -24.76% | 47.16%-71.9pp | 27.48%-52.2pp | 418.27%-443.0pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,273 | $5,292-0.4% | $4,729+11.5% | $6,401-17.6% |
| Admin fee / account holder | $9,400 | $7,492+25.5% | $6,412+46.6% | $11,429-17.7% |