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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 | $60,836 | $153,311-60.3% | $109,313-44.3% | $273,972-77.8% |
| Participation rate | 33.3% | 80.1%-46.8pp | 71.3%-37.9pp | 83.0%-49.7pp |
| Annual return | -2.97% | 29.86%-32.8pp | 22.07%-25.0pp | 41.46%-44.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,031 | $3,932-48.4% | $3,166-35.9% | $5,287-61.6% |
| Admin fee / account holder | $4,843 | $8,076-40.0% | $5,666-14.5% | $10,133-52.2% |