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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 | $80,255 | $150,445-46.7% | $136,297-41.1% | $147,585-45.6% |
| Participation rate | 56.3% | 84.4%-28.2pp | 81.9%-25.7pp | 82.8%-26.6pp |
| Annual return | 8.59% | 1049.14%-1040.5pp | 5156.16%-5147.6pp | 578.57%-570.0pp |
| Employer contribution / active EE | $277 | $5,256-94.7% | $4,696-94.1% | $4,876-94.3% |
| Participant deferral / active EE | $4,284 | $6,631-35.4% | $6,247-31.4% | $5,439-21.2% |
| Admin fee / account holder | $95,415 | $10,906+774.9% | $9,244+932.2% | $10,885+776.5% |