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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 | $18,409 | $80,812-77.2% | $160,784-88.6% | $82,448-77.7% |
| Participation rate | 60.7% | 66.2%-5.5pp | 77.0%-16.2pp | 68.1%-7.4pp |
| Annual return | 4.77% | 100.59%-95.8pp | 1803.92%-1799.1pp | 41.64%-36.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,562 | $4,335-40.9% | $6,293-59.3% | $4,139-38.1% |
| Admin fee / account holder | $2,768 | $7,695-64.0% | $9,717-71.5% | $7,234-61.7% |