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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 | $83,211 | $106,267-21.7% | $96,520-13.8% | $139,456-40.3% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | -8.42% | 38.45%-46.9pp | 35.72%-44.1pp | 373.45%-381.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,557 | $5,454-34.8% | $4,879-27.1% | $6,711-47.0% |
| Admin fee / account holder | $434 | $7,882-94.5% | $6,733-93.5% | $11,407-96.2% |