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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 | $41,241 | $180,749-77.2% | $160,784-74.3% | $137,256-70.0% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 10.14% | 2234.46%-2224.3pp | 1803.92%-1793.8pp | 220.34%-210.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,112 | $6,844-69.1% | $6,293-66.4% | $6,407-67.0% |
| Admin fee / account holder | $35,408 | $10,397+240.6% | $9,717+264.4% | $12,270+188.6% |