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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 | $75,851 | $127,387-40.5% | $115,038-34.1% | $125,389-39.5% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -9.92% | 31.28%-41.2pp | 26.14%-36.1pp | 282.24%-292.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,686 | $6,423-42.6% | $6,026-38.8% | $5,352-31.1% |
| Admin fee / account holder | $6,735 | $9,516-29.2% | $8,175-17.6% | $9,541-29.4% |