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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 | $44,225 | $153,311-71.2% | $109,313-59.5% | $273,972-83.9% |
| Participation rate | 65.2% | 80.1%-14.9pp | 71.3%-6.0pp | 83.0%-17.8pp |
| Annual return | -2.46% | 29.86%-32.3pp | 22.07%-24.5pp | 41.46%-43.9pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,510 | $3,932-61.6% | $3,166-52.3% | $5,287-71.4% |
| Admin fee / account holder | $335 | $8,076-95.8% | $5,666-94.1% | $10,133-96.7% |