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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 | $39,331 | $88,710-55.7% | $81,783-51.9% | $145,959-73.1% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 5.69% | 1027.26%-1021.6pp | 775.05%-769.4pp | 561.95%-556.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,773 | $4,645+2.8% | $4,320+10.5% | $6,689-28.6% |
| Admin fee / account holder | $35,462 | $8,407+321.8% | $7,380+380.5% | $13,398+164.7% |