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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 | $40,381 | $160,070-74.8% | $147,117-72.6% | $145,897-72.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.66% | 98.69%-89.0pp | 420.54%-410.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $84 | $5,285-98.4% | $4,932-98.3% | $4,663-98.2% |
| Participant deferral / active EE | $4,218 | $8,419-49.9% | $8,065-47.7% | $6,689-36.9% |
| Admin fee / account holder | $1,664 | $15,035-88.9% | $12,993-87.2% | $13,390-87.6% |