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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 | $72,574 | $90,530-19.8% | $76,030-4.5% | $145,897-50.3% |
| Participation rate | 20.8% | 74.4%-53.6pp | 69.1%-48.2pp | 80.3%-59.5pp |
| Annual return | 7.16% | 625.08%-617.9pp | 361.54%-354.4pp | 552.29%-545.1pp |
| Employer contribution / active EE | $342 | $3,319-89.7% | $2,688-87.3% | $4,663-92.7% |
| Participant deferral / active EE | $1,525 | $5,164-70.5% | $4,257-64.2% | $6,689-77.2% |
| Admin fee / account holder | $108,731 | $8,383+1197.0% | $6,421+1593.5% | $13,390+712.0% |