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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 | $17,139 | $72,396-76.3% | $67,511-74.6% | $145,959-88.3% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 7.02% | 7194.07%-7187.1pp | 3517.41%-3510.4pp | 561.95%-554.9pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,393 | $4,781-50.0% | $4,000-40.2% | $6,689-64.2% |
| Admin fee / account holder | $1,676 | $5,538-69.7% | $3,999-58.1% | $13,398-87.5% |