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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 | $65,438 | $101,063-35.3% | $81,473-19.7% | $147,586-55.7% |
| Participation rate | 14.3% | 74.5%-60.2pp | 68.0%-53.7pp | 82.8%-68.5pp |
| Annual return | -1.50% | 32.41%-33.9pp | 38.78%-40.3pp | 578.59%-580.1pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $857 | $4,242-79.8% | $3,537-75.8% | $5,439-84.2% |
| Admin fee / account holder | $1,372 | $5,812-76.4% | $4,561-69.9% | $10,886-87.4% |