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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 | $166,268-61.2% | $165,100-61.0% | $145,897-55.8% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 1.10% | 100.52%-99.4pp | 70.21%-69.1pp | 552.29%-551.2pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,000 | $6,964-56.9% | $6,035-50.3% | $6,689-55.2% |
| Admin fee / account holder | $16,481 | $16,659-1.1% | $12,696+29.8% | $13,390+23.1% |