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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 | $93,588 | $148,623-37.0% | $135,974-31.2% | $139,466-32.9% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 10.09% | 79.30%-69.2pp | 68.30%-58.2pp | 373.66%-363.6pp |
| Employer contribution / active EE | $750 | $5,246-85.7% | $4,859-84.6% | $4,754-84.2% |
| Participant deferral / active EE | $10,000 | $8,103+23.4% | $7,760+28.9% | $6,712+49.0% |
| Admin fee / account holder | $34,019 | $12,406+174.2% | $10,767+216.0% | $11,409+198.2% |