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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 | $60,804 | $168,635-63.9% | $147,617-58.8% | $125,389-51.5% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | -4.51% | 77.65%-82.2pp | 61.98%-66.5pp | 282.24%-286.8pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,003 | $5,507-63.6% | $4,895-59.1% | $5,352-62.6% |
| Admin fee / account holder | $9,621 | $13,580-29.2% | $11,612-17.1% | $9,541+0.8% |