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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 | $59,050 | $113,941-48.2% | $94,229-37.3% | $125,389-52.9% |
| Participation rate | 11.1% | 82.9%-71.8pp | 78.8%-67.7pp | 83.2%-72.1pp |
| Annual return | -18.99% | 5.29%-24.3pp | 10.68%-29.7pp | 282.24%-301.2pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,040 | $5,179-60.6% | $4,320-52.8% | $5,352-61.9% |
| Admin fee / account holder | $4,606 | $8,392-45.1% | $6,269-26.5% | $9,541-51.7% |