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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 | $160,070-75.6% | $147,117-73.4% | $145,897-73.2% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 8.11% | 98.69%-90.6pp | 420.54%-412.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $914 | $5,285-82.7% | $4,932-81.5% | $4,663-80.4% |
| Participant deferral / active EE | $2,890 | $8,419-65.7% | $8,065-64.2% | $6,689-56.8% |
| Admin fee / account holder | $285,568 | $15,035+1799.3% | $12,993+2097.9% | $13,390+2032.6% |