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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 | $27,030 | $149,333-81.9% | $106,387-74.6% | $135,379-80.0% |
| Participation rate | 50.0% | 81.5%-31.5pp | 77.5%-27.5pp | 82.6%-32.6pp |
| Annual return | -19.72% | 0.52%-20.2pp | 0.25%-20.0pp | 519.79%-539.5pp |
| Employer contribution / active EE | $0 | $4,984-100.0% | $3,520-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,594 | $7,230+5.0% | $5,421+40.1% | $5,609+35.4% |
| Admin fee / account holder | $10,041 | $15,952-37.1% | $7,510+33.7% | $10,828-7.3% |