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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 | $45,423 | $138,072-67.1% | $123,549-63.2% | $135,382-66.4% |
| Participation rate | 46.2% | 84.7%-38.6pp | 82.3%-36.1pp | 82.6%-36.5pp |
| Annual return | -12.18% | 153.69%-165.9pp | 119.20%-131.4pp | 519.77%-532.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,394 | $6,799-20.7% | $6,426-16.0% | $5,609-3.8% |
| Admin fee / account holder | $5,794 | $10,917-46.9% | $9,284-37.6% | $10,829-46.5% |