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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 | $51,609 | $88,710-41.8% | $81,783-36.9% | $145,959-64.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.61% | 1027.26%-1018.6pp | 775.05%-766.4pp | 561.95%-553.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,211 | $4,645-73.9% | $4,320-72.0% | $6,689-81.9% |
| Admin fee / account holder | $4,719 | $8,407-43.9% | $7,380-36.1% | $13,398-64.8% |