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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 | $28,236 | $88,778-68.2% | $81,844-65.5% | $145,884-80.6% |
| Participation rate | 47.6% | 75.1%-27.5pp | 72.4%-24.8pp | 80.3%-32.7pp |
| Annual return | 5.81% | 1033.03%-1027.2pp | 778.87%-773.1pp | 551.85%-546.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,222 | $4,648-30.7% | $4,323-25.5% | $6,690-51.8% |
| Admin fee / account holder | $22,878 | $8,430+171.4% | $7,355+211.0% | $13,392+70.8% |