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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 | $83,606 | $96,558-13.4% | $80,977+3.2% | $273,972-69.5% |
| Participation rate | 40.0% | 79.1%-39.1pp | 75.8%-35.8pp | 83.0%-43.0pp |
| Annual return | -1.11% | 15.14%-16.3pp | 17.11%-18.2pp | 41.46%-42.6pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,868 | $6,598-41.4% | $5,696-32.1% | $5,287-26.8% |
| Admin fee / account holder | $5,378 | $7,493-28.2% | $5,517-2.5% | $10,133-46.9% |