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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 | $111,875 | $102,595+9.0% | $94,057+18.9% | $154,746-27.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 7.33% | 583.42%-576.1pp | 480.62%-473.3pp | 172.34%-165.0pp |
| Employer contribution / active EE | $132 | $3,147-95.8% | $2,933-95.5% | $4,379-97.0% |
| Participant deferral / active EE | $1,645 | $5,118-67.9% | $4,709-65.1% | $6,730-75.6% |
| Admin fee / account holder | $81,679 | $7,736+955.8% | $7,244+1027.5% | $14,365+468.6% |