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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 | $57,120 | $154,228-63.0% | $145,433-60.7% | $137,256-58.4% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | -26.95% | 74.59%-101.5pp | 66.58%-93.5pp | 220.34%-247.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,100 | $8,216-62.3% | $7,897-60.7% | $6,407-51.6% |
| Admin fee / account holder | $24,329 | $14,344+69.6% | $13,129+85.3% | $12,270+98.3% |