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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 | $50,398 | $149,679-66.3% | $117,039-56.9% | $147,586-65.9% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | -4.94% | 19.31%-24.3pp | 18.95%-23.9pp | 578.59%-583.5pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,833 | $4,912+79.8% | $3,929+124.8% | $5,439+62.4% |
| Admin fee / account holder | $10,955 | $7,856+39.4% | $5,974+83.4% | $10,886+0.6% |