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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 | $31,444 | $168,636-81.4% | $147,618-78.7% | $125,388-74.9% |
| Participation rate | 45.5% | 88.8%-43.3pp | 84.6%-39.2pp | 83.2%-37.7pp |
| Annual return | -3.82% | 77.65%-81.5pp | 61.98%-65.8pp | 282.24%-286.1pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,180 | $5,507-60.4% | $4,895-55.5% | $5,352-59.3% |
| Admin fee / account holder | $2,054 | $13,580-84.9% | $11,612-82.3% | $9,541-78.5% |