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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 | $45,338 | $88,815-49.0% | $81,882-44.6% | $145,897-68.9% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 5.08% | 1033.75%-1028.7pp | 779.47%-774.4pp | 552.29%-547.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,600 | $4,647-44.1% | $4,323-39.9% | $6,689-61.1% |
| Admin fee / account holder | $2,267 | $8,434-73.1% | $7,360-69.2% | $13,390-83.1% |