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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 | $63,327 | $150,447-57.9% | $136,298-53.5% | $147,586-57.1% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 9.63% | 1049.15%-1039.5pp | 5156.27%-5146.6pp | 578.59%-569.0pp |
| Employer contribution / active EE | $795 | $5,256-84.9% | $4,696-83.1% | $4,876-83.7% |
| Participant deferral / active EE | $2,615 | $6,631-60.6% | $6,247-58.1% | $5,439-51.9% |
| Admin fee / account holder | $9,322 | $10,906-14.5% | $9,244+0.8% | $10,886-14.4% |