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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 | $54,841 | $211,946-74.1% | $169,452-67.6% | $135,379-59.5% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -17.23% | 3.26%-20.5pp | 1.83%-19.1pp | 519.79%-537.0pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,933 | $6,075+80.0% | $5,277+107.2% | $5,609+94.9% |
| Admin fee / account holder | $416 | $11,472-96.4% | $9,110-95.4% | $10,828-96.2% |