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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 | $56,418 | $211,946-73.4% | $169,452-66.7% | $135,382-58.3% |
| Participation rate | 62.5% | 82.6%-20.1pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -10.24% | 3.26%-13.5pp | 1.83%-12.1pp | 519.77%-530.0pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,004 | $6,075+81.1% | $5,277+108.5% | $5,609+96.2% |
| Admin fee / account holder | $6,430 | $11,472-44.0% | $9,110-29.4% | $10,829-40.6% |