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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 | $69,160 | $88,754-22.1% | $81,820-15.5% | $145,877-52.6% |
| Participation rate | 23.5% | 75.1%-51.5pp | 72.4%-48.9pp | 80.3%-56.8pp |
| Annual return | 7.18% | 1031.77%-1024.6pp | 777.93%-770.7pp | 551.28%-544.1pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,821 | $4,648-60.8% | $4,323-57.9% | $6,691-72.8% |
| Admin fee / account holder | $3,559 | $8,424-57.7% | $7,391-51.8% | $13,402-73.4% |