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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 | $51,257 | $154,228-66.8% | $145,433-64.8% | $137,256-62.7% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | -1.83% | 74.59%-76.4pp | 66.58%-68.4pp | 220.34%-222.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,841 | $8,216-41.1% | $7,897-38.7% | $6,407-24.4% |
| Admin fee / account holder | $6,775 | $14,344-52.8% | $13,129-48.4% | $12,270-44.8% |