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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 | $51,899 | $57,305-9.4% | $86,640-40.1% | $75,173-31.0% |
| Participation rate | 28.1% | 63.2%-35.1pp | 71.7%-43.6pp | 67.2%-39.1pp |
| Annual return | 12.58% | 2674.24%-2661.7pp | 592.52%-579.9pp | 160.72%-148.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,699 | $3,320-48.8% | $4,438-61.7% | $4,126-58.8% |
| Admin fee / account holder | $16,652 | $4,116+304.6% | $5,616+196.5% | $5,651+194.7% |