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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 | $139,428 | $150,445-7.3% | $136,297+2.3% | $147,585-5.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 7.91% | 1049.14%-1041.2pp | 5156.16%-5148.2pp | 578.57%-570.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,690 | $6,631-14.2% | $6,247-8.9% | $5,439+4.6% |
| Admin fee / account holder | $3,252 | $10,906-70.2% | $9,244-64.8% | $10,885-70.1% |