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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 | $17,192 | $104,520-83.6% | $76,823-77.6% | $152,885-88.8% |
| Participation rate | 45.5% | 76.6%-31.1pp | 72.1%-26.6pp | 82.5%-37.0pp |
| Annual return | 3.97% | 1014.03%-1010.1pp | 1166.42%-1162.4pp | 345.39%-341.4pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,132 | $4,236-73.3% | $3,336-66.0% | $5,851-80.6% |
| Admin fee / account holder | $3,394 | $12,283-72.4% | $6,422-47.1% | $11,598-70.7% |