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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 | $83,775 | $99,009-15.4% | $86,581-3.2% | $147,585-43.2% |
| Participation rate | 64.3% | 76.3%-12.1pp | 73.5%-9.3pp | 82.8%-18.5pp |
| Annual return | 8.27% | 1312.70%-1304.4pp | 965.06%-956.8pp | 578.58%-570.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,671 | $3,972-57.9% | $3,609-53.7% | $5,439-69.3% |
| Admin fee / account holder | $25,721 | $5,709+350.6% | $4,904+424.5% | $10,886+136.3% |