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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 | $90,691-20.0% | $76,119-4.7% | $145,884-50.3% |
| Participation rate | 20.8% | 74.5%-53.6pp | 69.1%-48.2pp | 80.3%-59.5pp |
| Annual return | 7.16% | 624.52%-617.4pp | 361.25%-354.1pp | 551.85%-544.7pp |
| Employer contribution / active EE | $342 | $3,329-89.7% | $2,693-87.3% | $4,662-92.7% |
| Participant deferral / active EE | $1,525 | $5,167-70.5% | $4,259-64.2% | $6,690-77.2% |
| Admin fee / account holder | $108,731 | $8,383+1197.1% | $6,421+1593.3% | $13,392+711.9% |