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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 | $46,438 | $72,426-35.9% | $67,560-31.3% | $145,897-68.2% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 7.31% | 7226.78%-7219.5pp | 3533.50%-3526.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,929 | $4,785-38.8% | $4,004-26.9% | $6,689-56.2% |
| Admin fee / account holder | $1,056 | $5,514-80.8% | $3,994-73.6% | $13,390-92.1% |