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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 | $68,225 | $162,136-57.9% | $152,301-55.2% | $154,746-55.9% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | -21.05% | 91.02%-112.1pp | 80.50%-101.6pp | 172.34%-193.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,281 | $8,341-12.7% | $8,004-9.0% | $6,730+8.2% |
| Admin fee / account holder | $18,923 | $15,759+20.1% | $14,398+31.4% | $14,365+31.7% |