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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 | $66,118 | $150,447-56.1% | $136,298-51.5% | $147,586-55.2% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 9.88% | 1049.15%-1039.3pp | 5156.27%-5146.4pp | 578.59%-568.7pp |
| Employer contribution / active EE | $784 | $5,256-85.1% | $4,696-83.3% | $4,876-83.9% |
| Participant deferral / active EE | $3,091 | $6,631-53.4% | $6,247-50.5% | $5,439-43.2% |
| Admin fee / account holder | $740 | $10,906-93.2% | $9,244-92.0% | $10,886-93.2% |