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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 | $61,691 | $88,815-30.5% | $81,882-24.7% | $145,897-57.7% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 7.62% | 1033.75%-1026.1pp | 779.47%-771.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,857 | $4,647-60.0% | $4,323-57.0% | $6,689-72.2% |
| Admin fee / account holder | $26,941 | $8,434+219.4% | $7,360+266.1% | $13,390+101.2% |