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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 | $58,754 | $140,592-58.2% | $123,106-52.3% | $125,388-53.1% |
| Participation rate | 56.3% | 88.2%-31.9pp | 86.8%-30.5pp | 83.2%-26.9pp |
| Annual return | -3.63% | 16.80%-20.4pp | 13.22%-16.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,814 | $6,980-16.7% | $6,229-6.7% | $5,352+8.6% |
| Admin fee / account holder | $6,619 | $11,198-40.9% | $9,015-26.6% | $9,541-30.6% |