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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 | $44,884 | $202,342-77.8% | $172,753-74.0% | $152,909-70.6% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 6.01% | 1029.88%-1023.9pp | 803.00%-797.0pp | 345.46%-339.5pp |
| Employer contribution / active EE | $1,161 | $5,857-80.2% | $5,144-77.4% | $4,764-75.6% |
| Participant deferral / active EE | $3,366 | $5,948-43.4% | $5,198-35.2% | $5,851-42.5% |
| Admin fee / account holder | $129,358 | $17,112+656.0% | $13,956+826.9% | $11,601+1015.1% |