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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 | $119,484 | $156,963-23.9% | $121,204-1.4% | $139,466-14.3% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 4.46% | 1476.75%-1472.3pp | 987.18%-982.7pp | 373.66%-369.2pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,000 | $4,848+106.3% | $4,083+144.9% | $6,712+49.0% |
| Admin fee / account holder | $110,381 | $6,953+1487.4% | $5,651+1853.2% | $11,409+867.5% |