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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 | $53,702 | $150,447-64.3% | $136,298-60.6% | $147,586-63.6% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 1.56% | 1049.15%-1047.6pp | 5156.27%-5154.7pp | 578.59%-577.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,465 | $6,631-62.8% | $6,247-60.5% | $5,439-54.7% |
| Admin fee / account holder | $387 | $10,906-96.5% | $9,244-95.8% | $10,886-96.4% |