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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 | $161,352-65.1% | $134,172-58.0% | $137,256-59.0% |
| Participation rate | 25.0% | 78.3%-53.3pp | 72.5%-47.5pp | 80.0%-55.0pp |
| Annual return | -0.33% | 28.72%-29.1pp | 25.30%-25.6pp | 220.34%-220.7pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,992 | $5,552-46.1% | $4,690-36.2% | $6,407-53.3% |
| Admin fee / account holder | $400,627 | $15,028+2565.9% | $12,016+3234.1% | $12,270+3165.0% |