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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 | $77,499 | $100,895-23.2% | $90,430-14.3% | $158,950-51.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 1.88% | 1725.54%-1723.7pp | 1293.73%-1291.8pp | 302.91%-301.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,150 | $4,347+41.5% | $3,963+55.2% | $5,983+2.8% |
| Admin fee / account holder | $1,404 | $6,505-78.4% | $5,613-75.0% | $11,248-87.5% |