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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 | $54,580 | $165,361-67.0% | $149,715-63.5% | $158,950-65.7% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | -2.11% | 348.24%-350.4pp | 276.66%-278.8pp | 302.91%-305.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,402 | $7,182-10.9% | $6,842-6.4% | $5,983+7.0% |
| Admin fee / account holder | $5,474 | $10,808-49.4% | $9,310-41.2% | $11,248-51.3% |