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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 | $88,754-55.7% | $81,820-51.9% | $145,877-73.0% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 5.69% | 1031.77%-1026.1pp | 777.93%-772.2pp | 551.28%-545.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,773 | $4,648+2.7% | $4,323+10.4% | $6,691-28.7% |
| Admin fee / account holder | $35,462 | $8,424+321.0% | $7,391+379.8% | $13,402+164.6% |