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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 | $51,544 | $55,446-7.0% | $155,574-66.9% | $74,429-30.7% |
| Participation rate | 30.5% | 61.9%-31.4pp | 78.2%-47.7pp | 67.2%-36.7pp |
| Annual return | 10.65% | 269.20%-258.5pp | 64.87%-54.2pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,720 | $2,836-39.3% | $5,629-69.4% | $4,348-60.4% |
| Admin fee / account holder | $3,177 | $1,743+82.3% | $15,914-80.0% | $1,944+63.4% |