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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 | $107,071 | $135,956-21.2% | $123,894-13.6% | $273,972-60.9% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | -3.12% | 56.63%-59.7pp | 47.52%-50.6pp | 41.46%-44.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,597 | $6,343-27.5% | $5,984-23.2% | $5,287-13.0% |
| Admin fee / account holder | $9,054 | $9,817-7.8% | $8,357+8.3% | $10,133-10.6% |