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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 | $59,317 | $162,785-63.6% | $133,959-55.7% | $158,950-62.7% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | -4.90% | 41.94%-46.8pp | 45.09%-50.0pp | 302.91%-307.8pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,674 | $5,910-37.8% | $5,047-27.2% | $5,983-38.6% |
| Admin fee / account holder | $1,021 | $11,738-91.3% | $8,928-88.6% | $11,248-90.9% |