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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 | $62,153 | $90,448-31.3% | $93,786-33.7% | $134,545-53.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 81.0%-31.0pp | 81.2%-31.2pp |
| Annual return | -25.86% | -15.71%-10.1pp | -11.32%-14.5pp | 418.37%-444.2pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $4,328-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,115 | $5,983-31.2% | $6,100-32.5% | $6,401-35.7% |
| Admin fee / account holder | $768 | $9,232-91.7% | $7,184-89.3% | $11,431-93.3% |