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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 | $75,709 | $96,558-21.6% | $80,977-6.5% | $273,972-72.4% |
| Participation rate | 53.3% | 79.1%-25.7pp | 75.8%-22.5pp | 83.0%-29.7pp |
| Annual return | -5.67% | 15.14%-20.8pp | 17.11%-22.8pp | 41.46%-47.1pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,253 | $6,598-35.5% | $5,696-25.3% | $5,287-19.6% |
| Admin fee / account holder | $3,904 | $7,493-47.9% | $5,517-29.2% | $10,133-61.5% |