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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 | $57,994 | $60,139-3.6% | $90,461-35.9% | $79,856-27.4% |
| Participation rate | 41.5% | 65.0%-23.5pp | 72.7%-31.2pp | 69.6%-28.2pp |
| Annual return | 7.96% | 71.96%-64.0pp | 1294.76%-1286.8pp | 31.71%-23.8pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,294 | $2,939-56.0% | $3,964-67.4% | $3,741-65.4% |
| Admin fee / account holder | $1,254 | $3,978-68.5% | $5,617-77.7% | $5,306-76.4% |