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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 | $36,696 | $138,076-73.4% | $123,553-70.3% | $135,380-72.9% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -10.72% | 153.70%-164.4pp | 119.21%-129.9pp | 519.81%-530.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,469 | $6,800-63.7% | $6,426-61.6% | $5,609-56.0% |
| Admin fee / account holder | $761 | $10,917-93.0% | $9,284-91.8% | $10,828-93.0% |