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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 | $27,144 | $150,446-82.0% | $136,297-80.1% | $147,585-81.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 0.76% | 1049.14%-1048.4pp | 5156.19%-5155.4pp | 578.58%-577.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,543 | $6,631-31.5% | $6,247-27.3% | $5,439-16.5% |
| Admin fee / account holder | $4,138 | $10,906-62.1% | $9,244-55.2% | $10,886-62.0% |