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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 | $53,994 | $60,139-10.2% | $90,461-40.3% | $79,856-32.4% |
| Participation rate | 35.5% | 65.0%-29.5pp | 72.7%-37.2pp | 69.6%-34.2pp |
| Annual return | 8.10% | 71.96%-63.9pp | 1294.76%-1286.7pp | 31.71%-23.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,779 | $2,939-39.5% | $3,964-55.1% | $3,741-52.4% |
| Admin fee / account holder | $2,543 | $3,978-36.1% | $5,617-54.7% | $5,306-52.1% |