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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 | $62,134 | $183,988-66.2% | $162,177-61.7% | $152,897-59.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 12.30% | 150.79%-138.5pp | 115.60%-103.3pp | 345.43%-333.1pp |
| Employer contribution / active EE | $961 | $6,370-84.9% | $5,613-82.9% | $4,764-79.8% |
| Participant deferral / active EE | $17,517 | $8,032+118.1% | $7,297+140.1% | $5,851+199.4% |
| Admin fee / account holder | $99,285 | $13,123+656.6% | $10,843+815.6% | $11,599+755.9% |