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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 | $65,178 | $211,946-69.2% | $169,452-61.5% | $135,382-51.9% |
| Participation rate | 11.8% | 82.6%-70.9pp | 77.8%-66.0pp | 82.6%-70.9pp |
| Annual return | -9.51% | 3.26%-12.8pp | 1.83%-11.3pp | 519.77%-529.3pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,456 | $6,075-76.0% | $5,277-72.4% | $5,609-74.0% |
| Admin fee / account holder | $584 | $11,472-94.9% | $9,110-93.6% | $10,829-94.6% |