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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 | $55,364 | $142,430-61.1% | $115,170-51.9% | $152,885-63.8% |
| Participation rate | 44.4% | 82.4%-37.9pp | 75.9%-31.5pp | 82.5%-38.0pp |
| Annual return | -0.34% | 41.48%-41.8pp | 35.60%-35.9pp | 345.39%-345.7pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,147 | $5,165-58.4% | $4,169-48.5% | $5,851-63.3% |
| Admin fee / account holder | $48,449 | $8,464+472.4% | $7,089+583.5% | $11,598+317.7% |