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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 | $55,171 | $58,927-6.4% | $76,823-28.2% | $72,983-24.4% |
| Participation rate | 48.8% | 67.3%-18.6pp | 72.1%-23.3pp | 69.5%-20.7pp |
| Annual return | 0.56% | 2305.64%-2305.1pp | 1166.42%-1165.9pp | 81.01%-80.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,009 | $2,690+11.9% | $3,336-9.8% | $3,608-16.6% |
| Admin fee / account holder | $1,430 | $4,013-64.4% | $6,422-77.7% | $5,124-72.1% |