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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 | $53,912 | $209,874-74.3% | $189,537-71.6% | $167,536-67.8% |
| Participation rate | 31.8% | 88.7%-56.8pp | 87.8%-56.0pp | 82.1%-50.3pp |
| Annual return | 6.09% | 748.61%-742.5pp | 555.34%-549.2pp | 478.82%-472.7pp |
| Employer contribution / active EE | $1,081 | $6,913-84.4% | $6,161-82.5% | $4,839-77.7% |
| Participant deferral / active EE | $4,178 | $8,934-53.2% | $8,220-49.2% | $6,342-34.1% |
| Admin fee / account holder | $122,941 | $14,299+759.8% | $12,048+920.4% | $12,315+898.3% |