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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 | $31,407 | $183,627-82.9% | $155,602-79.8% | $145,978-78.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 3.93% | 61.32%-57.4pp | 64.81%-60.9pp | 550.52%-546.6pp |
| Employer contribution / active EE | $1,000 | $5,316-81.2% | $4,675-78.6% | $4,662-78.5% |
| Participant deferral / active EE | $5,100 | $6,466-21.1% | $5,629-9.4% | $6,690-23.8% |
| Admin fee / account holder | $47,226 | $19,327+144.3% | $15,923+196.6% | $13,400+252.4% |