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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 | $26,921 | $90,486-70.2% | $78,676-65.8% | $273,972-90.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | -2.45% | 75.62%-78.1pp | 62.19%-64.6pp | 41.46%-43.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,227 | $3,901+8.4% | $3,517+20.2% | $5,287-20.0% |
| Admin fee / account holder | $2,515 | $5,263-52.2% | $4,510-44.2% | $10,133-75.2% |