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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 | $68,357 | $165,399-58.7% | $149,745-54.4% | $158,982-57.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | -31.06% | 348.34%-379.4pp | 276.72%-307.8pp | 302.99%-334.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,308 | $7,183-26.1% | $6,843-22.4% | $5,983-11.3% |
| Admin fee / account holder | $5,039 | $10,811-53.4% | $9,312-45.9% | $11,252-55.2% |