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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 | $43,265 | $88,778-51.3% | $81,844-47.1% | $145,884-70.3% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 7.78% | 1033.03%-1025.2pp | 778.87%-771.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,654 | $4,648-64.4% | $4,323-61.7% | $6,690-75.3% |
| Admin fee / account holder | $4,379 | $8,430-48.1% | $7,355-40.5% | $13,392-67.3% |