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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 | $72,280 | $165,381-56.3% | $149,730-51.7% | $158,966-54.5% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | -1.51% | 348.29%-349.8pp | 276.70%-278.2pp | 302.95%-304.5pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,557 | $7,182-36.5% | $6,843-33.4% | $5,983-23.8% |
| Admin fee / account holder | $2,211 | $10,809-79.5% | $9,310-76.2% | $11,250-80.3% |