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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 | $51,031 | $183,539-72.2% | $155,556-67.2% | $145,897-65.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.66% | 61.31%-52.6pp | 64.84%-56.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $877 | $5,315-83.5% | $4,675-81.2% | $4,663-81.2% |
| Participant deferral / active EE | $3,978 | $6,467-38.5% | $5,631-29.4% | $6,689-40.5% |
| Admin fee / account holder | $37,060 | $19,275+92.3% | $15,885+133.3% | $13,390+176.8% |