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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 | $54,844 | $85,790-36.1% | $67,313-18.5% | $135,379-59.5% |
| Participation rate | 42.9% | 76.5%-33.6pp | 69.1%-26.2pp | 82.6%-39.8pp |
| Annual return | -10.31% | -0.54%-9.8pp | -4.08%-6.2pp | 519.79%-530.1pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,459 | $4,651-68.6% | $3,568-59.1% | $5,609-74.0% |
| Admin fee / account holder | $3,871 | $6,392-39.4% | $4,507-14.1% | $10,828-64.2% |