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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 | $57,011 | $56,197+1.4% | $67,652-15.7% | $59,633-4.4% |
| Participation rate | 57.9% | 71.5%-13.6pp | 75.7%-17.8pp | 68.7%-10.8pp |
| Annual return | -2.46% | 18508.10%-18510.6pp | 6625.40%-6627.9pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,193 | $2,844-22.9% | $3,560-38.4% | $3,192-31.3% |
| Admin fee / account holder | $6,805 | $3,958+71.9% | $4,821+41.2% | $4,297+58.4% |