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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 | $57,264 | $109,863-47.9% | $98,477-41.9% | $167,518-65.8% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 7.83% | 1958.09%-1950.3pp | 1493.59%-1485.8pp | 478.71%-470.9pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,507 | $4,673-67.7% | $4,276-64.8% | $6,342-76.2% |
| Admin fee / account holder | $9,360 | $6,755+38.6% | $5,951+57.3% | $12,312-24.0% |