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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 | $74,571 | $95,915-22.3% | $79,580-6.3% | $134,532-44.6% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | -31.46% | -2.71%-28.7pp | 0.15%-31.6pp | 418.27%-449.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,143 | $4,693+222.6% | $3,985+280.0% | $6,401+136.6% |
| Admin fee / account holder | $771 | $9,132-91.6% | $6,835-88.7% | $11,429-93.3% |