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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 | $46,020 | $99,345-53.7% | $84,753-45.7% | $273,972-83.2% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | -2.28% | 22.93%-25.2pp | 22.78%-25.1pp | 41.46%-43.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,107 | $4,270-27.2% | $3,712-16.3% | $5,287-41.2% |
| Admin fee / account holder | $54,789 | $6,645+724.5% | $5,333+927.3% | $10,133+440.7% |