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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 | $66,455 | $134,817-50.7% | $123,973-46.4% | $155,188-57.2% |
| Participation rate | 15.4% | 79.4%-64.0pp | 76.7%-61.3pp | 80.8%-65.4pp |
| Annual return | -2.41% | 515.49%-517.9pp | 388.13%-390.5pp | 148.84%-151.2pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,058 | $5,706-46.4% | $5,247-41.7% | $6,531-53.2% |
| Admin fee / account holder | $13,810 | $13,245+4.3% | $11,799+17.0% | $14,480-4.6% |