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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 | $49,795 | $202,440-75.4% | $169,390-70.6% | $139,466-64.3% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 7.07% | 532.36%-525.3pp | 406.07%-399.0pp | 373.66%-366.6pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,552 | $6,940+80.9% | $6,222+101.7% | $6,712+87.0% |
| Admin fee / account holder | $612,437 | $10,722+5611.8% | $9,015+6693.7% | $11,409+5268.2% |