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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 | $28,625 | $150,447-81.0% | $136,298-79.0% | $147,586-80.6% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 1.77% | 1049.15%-1047.4pp | 5156.27%-5154.5pp | 578.59%-576.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,451 | $6,631-32.9% | $6,247-28.8% | $5,439-18.2% |
| Admin fee / account holder | $1,911 | $10,906-82.5% | $9,244-79.3% | $10,886-82.4% |