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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 | $39,137 | $159,934-75.5% | $147,005-73.4% | $145,959-73.2% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 8.11% | 98.24%-90.1pp | 418.76%-410.7pp | 561.95%-553.8pp |
| Employer contribution / active EE | $914 | $5,287-82.7% | $4,934-81.5% | $4,661-80.4% |
| Participant deferral / active EE | $2,890 | $8,427-65.7% | $8,070-64.2% | $6,689-56.8% |
| Admin fee / account holder | $285,568 | $15,053+1797.0% | $13,006+2095.6% | $13,398+2031.4% |