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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 | $183,592-72.2% | $155,567-67.2% | $145,959-65.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.66% | 61.24%-52.6pp | 64.74%-56.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $877 | $5,315-83.5% | $4,674-81.2% | $4,661-81.2% |
| Participant deferral / active EE | $3,978 | $6,464-38.5% | $5,628-29.3% | $6,689-40.5% |
| Admin fee / account holder | $37,060 | $19,318+91.8% | $15,916+132.8% | $13,398+176.6% |