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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 | $50,526 | $150,447-66.4% | $136,298-62.9% | $147,586-65.8% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 5.86% | 1049.15%-1043.3pp | 5156.27%-5150.4pp | 578.59%-572.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,315 | $6,631+40.5% | $6,247+49.1% | $5,439+71.3% |
| Admin fee / account holder | $38,556 | $10,906+253.5% | $9,244+317.1% | $10,886+254.2% |