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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 | $65,195 | $92,766-29.7% | $82,763-21.2% | $134,545-51.5% |
| Participation rate | 43.5% | 75.2%-31.7pp | 72.6%-29.1pp | 81.2%-37.8pp |
| Annual return | -21.40% | 946.97%-968.4pp | 702.45%-723.8pp | 418.37%-439.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,202 | $4,802-12.5% | $4,395-4.4% | $6,401-34.4% |
| Admin fee / account holder | $1,511 | $5,978-74.7% | $5,325-71.6% | $11,431-86.8% |