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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 | $54,719 | $85,790-36.2% | $67,313-18.7% | $135,382-59.6% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -9.88% | -0.54%-9.3pp | -4.08%-5.8pp | 519.77%-529.6pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,949 | $4,651+27.9% | $3,568+66.7% | $5,609+6.1% |
| Admin fee / account holder | $1,500 | $6,392-76.5% | $4,507-66.7% | $10,829-86.1% |