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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 | $34,775 | $88,778-60.8% | $81,844-57.5% | $145,884-76.2% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 9.33% | 1033.03%-1023.7pp | 778.87%-769.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,372 | $4,648-49.0% | $4,323-45.1% | $6,690-64.5% |
| Admin fee / account holder | $20,463 | $8,430+142.7% | $7,355+178.2% | $13,392+52.8% |