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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 | $126,088 | $150,446-16.2% | $136,297-7.5% | $147,585-14.6% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 9.53% | 1049.14%-1039.6pp | 5156.19%-5146.7pp | 578.58%-569.1pp |
| Employer contribution / active EE | $595 | $5,256-88.7% | $4,696-87.3% | $4,876-87.8% |
| Participant deferral / active EE | $3,799 | $6,631-42.7% | $6,247-39.2% | $5,439-30.2% |
| Admin fee / account holder | $2,507 | $10,906-77.0% | $9,244-72.9% | $10,886-77.0% |