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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 | $15,078 | $110,410-86.3% | $102,437-85.3% | $145,897-89.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | -5.04% | 24.85%-29.9pp | 24.95%-30.0pp | 552.29%-557.3pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,222 | $5,622-24.9% | $5,060-16.6% | $6,689-36.9% |
| Admin fee / account holder | $3,016 | $9,745-69.0% | $8,388-64.0% | $13,390-77.5% |