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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 | $66,236 | $93,346-29.0% | $71,796-7.7% | $273,972-75.8% |
| Participation rate | 46.2% | 76.5%-30.4pp | 69.1%-23.0pp | 83.0%-36.9pp |
| Annual return | -10.22% | 130.39%-140.6pp | 78.04%-88.3pp | 41.46%-51.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,008 | $3,475+15.3% | $2,794+43.4% | $5,287-24.2% |
| Admin fee / account holder | $33,654 | $6,571+412.2% | $4,815+598.9% | $10,133+232.1% |