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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 | $79,047 | $167,533-52.8% | $151,645-47.9% | $134,545-41.2% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.5%-43.0pp | 81.2%-36.8pp |
| Annual return | -23.69% | 7.81%-31.5pp | 3.34%-27.0pp | 418.37%-442.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,743 | $8,985-36.1% | $8,363-31.3% | $6,401-10.3% |
| Admin fee / account holder | $2,099 | $13,781-84.8% | $11,614-81.9% | $11,431-81.6% |