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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 | $81,720 | $142,392-42.6% | $119,622-31.7% | $134,532-39.3% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.3%-25.4pp | 81.2%-27.4pp |
| Annual return | -20.36% | -12.46%-7.9pp | -14.98%-5.4pp | 418.27%-438.6pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,061 | $6,467-52.7% | $5,601-45.3% | $6,401-52.2% |
| Admin fee / account holder | $2,383 | $13,593-82.5% | $10,328-76.9% | $11,429-79.1% |