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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 | $44,625 | $165,361-73.0% | $149,715-70.2% | $158,950-71.9% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 2.51% | 348.24%-345.7pp | 276.66%-274.2pp | 302.91%-300.4pp |
| Employer contribution / active EE | $788 | $5,103-84.6% | $4,645-83.0% | $4,762-83.5% |
| Participant deferral / active EE | $6,500 | $7,182-9.5% | $6,842-5.0% | $5,983+8.6% |
| Admin fee / account holder | $106,771 | $10,808+887.9% | $9,310+1046.9% | $11,248+849.2% |