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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 | $28,281 | $60,139-53.0% | $90,461-68.7% | $79,856-64.6% |
| Participation rate | 46.8% | 65.0%-18.2pp | 72.7%-25.9pp | 69.6%-22.8pp |
| Annual return | 1.30% | 71.96%-70.7pp | 1294.76%-1293.5pp | 31.71%-30.4pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $871 | $2,939-70.4% | $3,964-78.0% | $3,741-76.7% |
| Admin fee / account holder | $790 | $3,978-80.1% | $5,617-85.9% | $5,306-85.1% |