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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 | $131,602 | $165,361-20.4% | $149,715-12.1% | $158,950-17.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 6.31% | 348.24%-341.9pp | 276.66%-270.4pp | 302.91%-296.6pp |
| Employer contribution / active EE | $608 | $5,103-88.1% | $4,645-86.9% | $4,762-87.2% |
| Participant deferral / active EE | $2,457 | $7,182-65.8% | $6,842-64.1% | $5,983-58.9% |
| Admin fee / account holder | $922 | $10,808-91.5% | $9,310-90.1% | $11,248-91.8% |