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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 | $38,391 | $88,754-56.7% | $81,820-53.1% | $145,877-73.7% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 7.56% | 1031.77%-1024.2pp | 777.93%-770.4pp | 551.28%-543.7pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $904 | $4,648-80.5% | $4,323-79.1% | $6,691-86.5% |
| Admin fee / account holder | $678 | $8,424-92.0% | $7,391-90.8% | $13,402-94.9% |