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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 | $35,026 | $160,028-78.1% | $147,080-76.2% | $145,884-76.0% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 3.37% | 98.60%-95.2pp | 420.17%-416.8pp | 551.85%-548.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,261 | $8,422-61.3% | $8,066-59.6% | $6,690-51.3% |
| Admin fee / account holder | $24,681 | $15,030+64.2% | $12,989+90.0% | $13,392+84.3% |