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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 | $52,151 | $148,558-64.9% | $135,925-61.6% | $139,427-62.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 11.85% | 79.22%-67.4pp | 68.25%-56.4pp | 373.27%-361.4pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $15,470 | $8,101+91.0% | $7,759+99.4% | $6,711+130.5% |
| Admin fee / account holder | $17,552 | $12,401+41.5% | $10,764+63.1% | $11,404+53.9% |