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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 | $76,565 | $183,988-58.4% | $162,177-52.8% | $152,897-49.9% |
| Participation rate | 54.5% | 88.5%-34.0pp | 87.6%-33.0pp | 82.5%-27.9pp |
| Annual return | 11.34% | 150.79%-139.5pp | 115.60%-104.3pp | 345.43%-334.1pp |
| Employer contribution / active EE | $1,139 | $6,370-82.1% | $5,613-79.7% | $4,764-76.1% |
| Participant deferral / active EE | $3,086 | $8,032-61.6% | $7,297-57.7% | $5,851-47.3% |
| Admin fee / account holder | $55,509 | $13,123+323.0% | $10,843+411.9% | $11,599+378.6% |