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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 | $35,418 | $176,688-80.0% | $130,660-72.9% | $152,909-76.8% |
| Participation rate | 13.0% | 79.0%-65.9pp | 71.7%-58.7pp | 82.5%-69.4pp |
| Annual return | 2.88% | 2693.08%-2690.2pp | 1709.29%-1706.4pp | 345.46%-342.6pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,285 | $4,362-70.5% | $3,603-64.3% | $5,851-78.0% |
| Admin fee / account holder | $10,441 | $7,131+46.4% | $5,463+91.1% | $11,601-10.0% |