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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 | $42,280 | $202,342-79.1% | $172,752-75.5% | $152,897-72.3% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 10.57% | 1029.83%-1019.3pp | 802.97%-792.4pp | 345.43%-334.9pp |
| Employer contribution / active EE | $1,121 | $5,858-80.9% | $5,144-78.2% | $4,764-76.5% |
| Participant deferral / active EE | $4,204 | $5,948-29.3% | $5,198-19.1% | $5,851-28.1% |
| Admin fee / account holder | $60,084 | $17,111+251.1% | $13,955+330.6% | $11,599+418.0% |