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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 | $29,802 | $152,619-80.5% | $125,195-76.2% | $152,909-80.5% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | -0.16% | 54.85%-55.0pp | 43.79%-44.0pp | 345.46%-345.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,600 | $5,869-38.7% | $4,937-27.1% | $5,851-38.5% |
| Admin fee / account holder | $1,810 | $13,437-86.5% | $9,704-81.3% | $11,601-84.4% |