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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 | $73,198 | $150,447-51.3% | $136,298-46.3% | $147,586-50.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 9.84% | 1049.15%-1039.3pp | 5156.27%-5146.4pp | 578.59%-568.8pp |
| Employer contribution / active EE | $137 | $5,256-97.4% | $4,696-97.1% | $4,876-97.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,113 | $10,906+66.1% | $9,244+95.9% | $10,886+66.4% |