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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 | $52,471 | $60,128-12.7% | $90,440-42.0% | $79,852-34.3% |
| Participation rate | 18.6% | 65.0%-46.4pp | 72.7%-54.1pp | 69.6%-51.0pp |
| Annual return | 10.00% | 71.95%-62.0pp | 1294.38%-1284.4pp | 31.72%-21.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,492 | $2,939-49.2% | $3,964-62.4% | $3,740-60.1% |
| Admin fee / account holder | $3,655 | $3,977-8.1% | $5,615-34.9% | $5,306-31.1% |