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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 | $48,363 | $142,361-66.0% | $119,608-59.6% | $134,509-64.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -20.76% | -12.46%-8.3pp | -14.98%-5.8pp | 418.13%-438.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,187 | $6,468-50.7% | $5,601-43.1% | $6,400-50.2% |
| Admin fee / account holder | $305 | $13,588-97.8% | $10,326-97.0% | $11,427-97.3% |