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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 | $57,350 | $106,864-46.3% | $147,318-61.1% | $82,637-30.6% |
| Participation rate | 25.9% | 75.5%-49.6pp | 82.1%-56.1pp | 68.1%-42.1pp |
| Annual return | -6.07% | 27.49%-33.6pp | 70.43%-76.5pp | 53.51%-59.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,123 | $6,496-36.5% | $7,906-47.9% | $4,126-0.1% |
| Admin fee / account holder | $20,058 | $8,415+138.4% | $13,708+46.3% | $7,339+173.3% |