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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 | $40,289 | $150,447-73.2% | $136,298-70.4% | $147,586-72.7% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 8.88% | 1049.15%-1040.3pp | 5156.27%-5147.4pp | 578.59%-569.7pp |
| Employer contribution / active EE | $757 | $5,256-85.6% | $4,696-83.9% | $4,876-84.5% |
| Participant deferral / active EE | $4,915 | $6,631-25.9% | $6,247-21.3% | $5,439-9.6% |
| Admin fee / account holder | $15,574 | $10,906+42.8% | $9,244+68.5% | $10,886+43.1% |