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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 | $92,494 | $124,175-25.5% | $108,405-14.7% | $167,536-44.8% |
| Participation rate | 63.2% | 82.3%-19.1pp | 80.1%-17.0pp | 82.1%-19.0pp |
| Annual return | 9.00% | 1380.13%-1371.1pp | 905.55%-896.6pp | 478.82%-469.8pp |
| Employer contribution / active EE | $209 | $4,188-95.0% | $3,559-94.1% | $4,839-95.7% |
| Participant deferral / active EE | $4,022 | $6,908-41.8% | $6,563-38.7% | $6,342-36.6% |
| Admin fee / account holder | $18,936 | $9,457+100.2% | $7,297+159.5% | $12,315+53.8% |