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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 | $38,331 | $88,702-56.8% | $81,780-53.1% | $145,978-73.7% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 7.08% | 1029.12%-1022.0pp | 776.27%-769.2pp | 550.52%-543.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $808 | $4,645-82.6% | $4,321-81.3% | $6,690-87.9% |
| Admin fee / account holder | $792 | $8,414-90.6% | $7,384-89.3% | $13,400-94.1% |