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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 | $39,889 | $80,812-50.6% | $160,784-75.2% | $82,448-51.6% |
| Participation rate | 50.9% | 66.2%-15.4pp | 77.0%-26.1pp | 68.1%-17.2pp |
| Annual return | 11.41% | 100.59%-89.2pp | 1803.92%-1792.5pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,719 | $4,335-37.3% | $6,293-56.8% | $4,139-34.3% |
| Admin fee / account holder | $6,655 | $7,695-13.5% | $9,717-31.5% | $7,234-8.0% |