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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 | $85,492 | $202,342-57.7% | $172,753-50.5% | $152,909-44.1% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 5.53% | 1029.88%-1024.3pp | 803.00%-797.5pp | 345.46%-339.9pp |
| Employer contribution / active EE | $1,018 | $5,857-82.6% | $5,144-80.2% | $4,764-78.6% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.9% | $5,851+8.2% |
| Admin fee / account holder | $402 | $17,112-97.7% | $13,956-97.1% | $11,601-96.5% |