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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 | $60,454-51.8% | $81,844-64.4% | $74,459-60.9% |
| Participation rate | 58.3% | 63.0%-4.7pp | 72.4%-14.1pp | 67.2%-9.0pp |
| Annual return | 8.49% | 16.87%-8.4pp | 778.87%-770.4pp | 1369.70%-1361.2pp |
| Employer contribution / active EE | $1 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,610 | $3,398-52.6% | $4,323-62.8% | $4,350-63.0% |
| Admin fee / account holder | $14,109 | $1,490+846.6% | $7,355+91.8% | $1,945+625.5% |