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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 | $63,551 | $65,434-2.9% | $98,483-35.5% | $85,847-26.0% |
| Participation rate | 37.8% | 65.0%-27.2pp | 73.3%-35.6pp | 69.3%-31.5pp |
| Annual return | 9.32% | 21.75%-12.4pp | 1494.38%-1485.1pp | 318.61%-309.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,696 | $3,168-46.5% | $4,276-60.4% | $3,952-57.1% |
| Admin fee / account holder | $883 | $4,595-80.8% | $5,953-85.2% | $6,261-85.9% |