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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 | $60,075 | $159,934-62.4% | $147,005-59.1% | $145,959-58.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.48% | 98.24%-89.8pp | 418.76%-410.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $139 | $5,287-97.4% | $4,934-97.2% | $4,661-97.0% |
| Participant deferral / active EE | $4,417 | $8,427-47.6% | $8,070-45.3% | $6,689-34.0% |
| Admin fee / account holder | $34,503 | $15,053+129.2% | $13,006+165.3% | $13,398+157.5% |