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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 | $95,950 | $209,425-54.2% | $178,499-46.2% | $158,966-39.6% |
| Participation rate | 20.0% | 86.4%-66.4pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 5.07% | 188.80%-183.7pp | 151.10%-146.0pp | 302.95%-297.9pp |
| Employer contribution / active EE | $371 | $5,707-93.5% | $5,011-92.6% | $4,762-92.2% |
| Participant deferral / active EE | $5,200 | $5,955-12.7% | $5,2020% | $5,983-13.1% |
| Admin fee / account holder | $100,000 | $17,078+485.5% | $13,986+615.0% | $11,250+788.9% |