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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 | $43,605 | $175,257-75.1% | $149,717-70.9% | $139,456-68.7% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 10.51% | 166.70%-156.2pp | 134.41%-123.9pp | 373.45%-362.9pp |
| Employer contribution / active EE | $816 | $5,477-85.1% | $4,820-83.1% | $4,753-82.8% |
| Participant deferral / active EE | $3,880 | $6,521-40.5% | $5,682-31.7% | $6,711-42.2% |
| Admin fee / account holder | $132,452 | $16,156+719.9% | $13,213+902.5% | $11,407+1061.2% |