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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 | $99,064 | $211,224-53.1% | $178,505-44.5% | $145,897-32.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 5.25% | 30.28%-25.0pp | 27.16%-21.9pp | 552.29%-547.0pp |
| Employer contribution / active EE | $576 | $4,577-87.4% | $3,955-85.4% | $4,663-87.6% |
| Participant deferral / active EE | $2,305 | $6,966-66.9% | $6,280-63.3% | $6,689-65.5% |
| Admin fee / account holder | $24,345 | $12,109+101.0% | $10,428+133.5% | $13,390+81.8% |