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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 | $56,335 | $185,141-69.6% | $153,416-63.3% | $155,188-63.7% |
| Participation rate | 25.0% | 79.9%-54.9pp | 74.3%-49.3pp | 80.8%-55.8pp |
| Annual return | -0.33% | 18.72%-19.1pp | 17.84%-18.2pp | 148.84%-149.2pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,992 | $5,477-45.4% | $4,723-36.7% | $6,531-54.2% |
| Admin fee / account holder | $400,627 | $16,005+2403.1% | $13,095+2959.4% | $14,480+2666.8% |