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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 | $66,938 | $181,896-63.2% | $156,551-57.2% | $273,972-75.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | -3.10% | 30.74%-33.8pp | 32.23%-35.3pp | 41.46%-44.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,066 | $5,550-62.8% | $4,871-57.6% | $5,287-60.9% |
| Admin fee / account holder | $13,629 | $15,560-12.4% | $13,028+4.6% | $10,133+34.5% |