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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 | $104,725 | $185,883-43.7% | $170,043-38.4% | $139,466-24.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 8.19% | 60.54%-52.4pp | 53.40%-45.2pp | 373.66%-365.5pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $17,500 | $11,626+50.5% | $10,410+68.1% | $6,712+160.7% |
| Admin fee / account holder | $30,077 | $15,393+95.4% | $12,824+134.5% | $11,409+163.6% |