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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 | $86,078 | $150,447-42.8% | $136,298-36.8% | $147,586-41.7% |
| Participation rate | 21.7% | 84.4%-62.7pp | 81.9%-60.2pp | 82.8%-61.1pp |
| Annual return | 9.25% | 1049.15%-1039.9pp | 5156.27%-5147.0pp | 578.59%-569.3pp |
| Employer contribution / active EE | $865 | $5,256-83.6% | $4,696-81.6% | $4,876-82.3% |
| Participant deferral / active EE | $2,749 | $6,631-58.5% | $6,247-56.0% | $5,439-49.5% |
| Admin fee / account holder | $18,845 | $10,906+72.8% | $9,244+103.9% | $10,886+73.1% |