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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 | $25,131 | $100,938-75.1% | $90,461-72.2% | $158,982-84.2% |
| Participation rate | 38.1% | 75.0%-36.9pp | 72.7%-34.6pp | 82.0%-43.9pp |
| Annual return | 4.37% | 1727.20%-1722.8pp | 1294.76%-1290.4pp | 302.99%-298.6pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,218 | $4,350-26.0% | $3,964-18.8% | $5,983-46.2% |
| Admin fee / account holder | $4,012 | $6,510-38.4% | $5,617-28.6% | $11,252-64.3% |