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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 | $59,312 | $60,128-1.4% | $90,440-34.4% | $79,852-25.7% |
| Participation rate | 55.2% | 65.0%-9.8pp | 72.7%-17.5pp | 69.6%-14.5pp |
| Annual return | 10.10% | 71.95%-61.9pp | 1294.38%-1284.3pp | 31.72%-21.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,127 | $2,939-61.7% | $3,964-71.6% | $3,740-69.9% |
| Admin fee / account holder | $7,565 | $3,977+90.2% | $5,615+34.7% | $5,306+42.6% |