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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 | $203,196 | $184,000+10.4% | $162,185+25.3% | $152,909+32.9% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.5%-82.5pp |
| Annual return | 7.27% | 150.80%-143.5pp | 115.61%-108.3pp | 345.46%-338.2pp |
| Employer contribution / active EE | $760 | $6,370-88.1% | $5,613-86.5% | $4,764-84.1% |
| Participant deferral / active EE | $2,940 | $8,033-63.4% | $7,297-59.7% | $5,851-49.8% |
| Admin fee / account holder | $20,000 | $13,124+52.4% | $10,844+84.4% | $11,601+72.4% |