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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 | $40,409 | $168,626-76.0% | $133,698-69.8% | $145,897-72.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 5.89% | 1168.99%-1163.1pp | 580.90%-575.0pp | 552.29%-546.4pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,218-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,709 | $8,688-57.3% | $7,016-47.1% | $6,689-44.6% |
| Admin fee / account holder | $599 | $9,638-93.8% | $6,703-91.1% | $13,390-95.5% |