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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 | $45,405 | $96,558-53.0% | $80,977-43.9% | $273,972-83.4% |
| Participation rate | 14.3% | 79.1%-64.8pp | 75.8%-61.5pp | 83.0%-68.7pp |
| Annual return | -5.23% | 15.14%-20.4pp | 17.11%-22.3pp | 41.46%-46.7pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,216 | $6,598-66.4% | $5,696-61.1% | $5,287-58.1% |
| Admin fee / account holder | $5,066 | $7,493-32.4% | $5,517-8.2% | $10,133-50.0% |