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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 | $25,770 | $183,539-86.0% | $155,556-83.4% | $145,897-82.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 5.52% | 61.31%-55.8pp | 64.84%-59.3pp | 552.29%-546.8pp |
| Employer contribution / active EE | $795 | $5,315-85.1% | $4,675-83.0% | $4,663-83.0% |
| Participant deferral / active EE | $2,536 | $6,467-60.8% | $5,631-55.0% | $6,689-62.1% |
| Admin fee / account holder | $67,945 | $19,275+252.5% | $15,885+327.7% | $13,390+407.4% |