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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 | $129,737-48.8% | $119,126-44.2% | $154,746-57.1% |
| Participation rate | 15.4% | 78.9%-63.5pp | 75.8%-60.4pp | 80.7%-65.3pp |
| Annual return | -2.41% | 379.08%-381.5pp | 282.11%-284.5pp | 172.34%-174.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,058 | $5,842-47.6% | $5,318-42.5% | $6,730-54.6% |
| Admin fee / account holder | $13,810 | $11,961+15.5% | $10,693+29.2% | $14,365-3.9% |