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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 | $29,148 | $60,393-51.7% | $81,820-64.4% | $74,429-60.8% |
| Participation rate | 58.3% | 62.9%-4.6pp | 72.4%-14.1pp | 67.2%-9.0pp |
| Annual return | 8.49% | 16.89%-8.4pp | 777.93%-769.4pp | 1368.38%-1359.9pp |
| Employer contribution / active EE | $1 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,610 | $3,397-52.6% | $4,323-62.7% | $4,348-63.0% |
| Admin fee / account holder | $14,109 | $1,491+846.5% | $7,391+90.9% | $1,944+625.6% |