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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 | $97,789 | $180,749-45.9% | $160,784-39.2% | $137,256-28.8% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 9.87% | 2234.46%-2224.6pp | 1803.92%-1794.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,973 | $6,844-41.9% | $6,293-36.9% | $6,407-38.0% |
| Admin fee / account holder | $40,943 | $10,397+293.8% | $9,717+321.4% | $12,270+233.7% |