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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 | $70,564 | $91,525-22.9% | $130,026-45.7% | $75,181-6.1% |
| Participation rate | 58.1% | 71.4%-13.3pp | 78.5%-20.4pp | 67.2%-9.1pp |
| Annual return | 11.69% | -631.40%+643.1pp | -137.26%+148.9pp | 160.69%-149.0pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,691 | $4,342-38.0% | $5,821-53.8% | $4,126-34.8% |
| Admin fee / account holder | $595 | $6,778-91.2% | $10,608-94.4% | $5,650-89.5% |