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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 | $52,225 | $135,956-61.6% | $123,894-57.8% | $273,972-80.9% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | -2.29% | 56.63%-58.9pp | 47.52%-49.8pp | 41.46%-43.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,636 | $6,343-11.1% | $5,984-5.8% | $5,287+6.6% |
| Admin fee / account holder | $3,760 | $9,817-61.7% | $8,357-55.0% | $10,133-62.9% |