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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 | $40,196 | $140,592-71.4% | $123,106-67.3% | $125,388-67.9% |
| Participation rate | 60.0% | 88.2%-28.2pp | 86.8%-26.8pp | 83.2%-23.2pp |
| Annual return | -6.42% | 16.80%-23.2pp | 13.22%-19.6pp | 282.24%-288.7pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,932 | $6,980-43.7% | $6,229-36.9% | $5,352-26.5% |
| Admin fee / account holder | $2,146 | $11,198-80.8% | $9,015-76.2% | $9,541-77.5% |