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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 | $55,039 | $99,032-44.4% | $80,022-31.2% | $135,379-59.3% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -9.92% | 15.39%-25.3pp | 11.22%-21.1pp | 519.79%-529.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,080 | $4,282-28.1% | $3,686-16.4% | $5,609-45.1% |
| Admin fee / account holder | $2,773 | $10,436-73.4% | $6,521-57.5% | $10,828-74.4% |