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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 | $18,130 | $87,546-79.3% | $75,784-76.1% | $125,389-85.5% |
| Participation rate | 45.5% | 80.2%-34.7pp | 75.8%-30.4pp | 83.2%-37.7pp |
| Annual return | -6.13% | 13.49%-19.6pp | 9.68%-15.8pp | 282.24%-288.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,223 | $4,230-71.1% | $3,652-66.5% | $5,352-77.1% |
| Admin fee / account holder | $2,197 | $6,503-66.2% | $5,300-58.6% | $9,541-77.0% |