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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 | $39,555 | $184,000-78.5% | $162,185-75.6% | $152,909-74.1% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 0.10% | 150.80%-150.7pp | 115.61%-115.5pp | 345.46%-345.4pp |
| Employer contribution / active EE | $640 | $6,370-90.0% | $5,613-88.6% | $4,764-86.6% |
| Participant deferral / active EE | $3,342 | $8,033-58.4% | $7,297-54.2% | $5,851-42.9% |
| Admin fee / account holder | $21,978 | $13,124+67.5% | $10,844+102.7% | $11,601+89.5% |