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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 | $73,993 | $166,242-55.5% | $165,071-55.2% | $145,884-49.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 8.63% | 100.44%-91.8pp | 70.17%-61.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $939 | $5,283-82.2% | $4,347-78.4% | $4,662-79.9% |
| Participant deferral / active EE | $3,107 | $6,964-55.4% | $6,035-48.5% | $6,690-53.6% |
| Admin fee / account holder | $46,636 | $16,658+180.0% | $12,695+267.4% | $13,392+248.2% |