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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 | $32,980 | $96,419-65.8% | $80,648-59.1% | $139,487-76.4% |
| Participation rate | 40.9% | 73.6%-32.7pp | 67.0%-26.1pp | 80.3%-39.4pp |
| Annual return | 9.24% | 1352.86%-1343.6pp | 937.21%-928.0pp | 373.84%-364.6pp |
| Employer contribution / active EE | $13 | $3,261-99.6% | $2,724-99.5% | $4,755-99.7% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $313 | $6,605-95.3% | $5,382-94.2% | $11,407-97.3% |