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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 | $51,506 | $184,000-72.0% | $162,185-68.2% | $152,909-66.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 10.66% | 150.80%-140.1pp | 115.61%-104.9pp | 345.46%-334.8pp |
| Employer contribution / active EE | $1,265 | $6,370-80.1% | $5,613-77.5% | $4,764-73.4% |
| Participant deferral / active EE | $2,944 | $8,033-63.4% | $7,297-59.7% | $5,851-49.7% |
| Admin fee / account holder | $376 | $13,124-97.1% | $10,844-96.5% | $11,601-96.8% |