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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 | $75,544 | $215,361-64.9% | $171,082-55.8% | $273,972-72.4% |
| Participation rate | 42.1% | 82.0%-39.9pp | 76.7%-34.6pp | 83.0%-40.9pp |
| Annual return | -0.79% | 25.14%-25.9pp | 32.56%-33.3pp | 41.46%-42.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,260 | $5,543-23.1% | $4,797-11.2% | $5,287-19.4% |
| Admin fee / account holder | $62,364 | $10,846+475.0% | $8,520+632.0% | $10,133+515.5% |