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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 | $64,459 | $166,131-61.2% | $164,975-60.9% | $145,877-55.8% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 1.10% | 100.37%-99.3pp | 70.12%-69.0pp | 551.28%-550.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,000 | $6,962-56.9% | $6,033-50.3% | $6,691-55.2% |
| Admin fee / account holder | $16,481 | $16,648-1.0% | $12,688+29.9% | $13,402+23.0% |