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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 | $89,714 | $138,075-35.0% | $123,552-27.4% | $135,379-33.7% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -10.11% | 153.70%-163.8pp | 119.20%-129.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,415 | $6,800-64.5% | $6,426-62.4% | $5,609-56.9% |
| Admin fee / account holder | $7,063 | $10,917-35.3% | $9,285-23.9% | $10,828-34.8% |