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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 | $38,917 | $150,447-74.1% | $136,298-71.4% | $147,586-73.6% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 7.28% | 1049.15%-1041.9pp | 5156.27%-5149.0pp | 578.59%-571.3pp |
| Employer contribution / active EE | $586 | $5,256-88.8% | $4,696-87.5% | $4,876-88.0% |
| Participant deferral / active EE | $3,289 | $6,631-50.4% | $6,247-47.3% | $5,439-39.5% |
| Admin fee / account holder | $19,693 | $10,906+80.6% | $9,244+113.0% | $10,886+80.9% |