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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 | $27,061 | $183,516-85.3% | $155,534-82.6% | $145,884-81.5% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | -4.48% | 61.43%-65.9pp | 64.92%-69.4pp | 551.85%-556.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,192 | $6,467-4.3% | $5,630+10.0% | $6,690-7.4% |
| Admin fee / account holder | $2,930 | $19,293-84.8% | $15,900-81.6% | $13,392-78.1% |