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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 | $153,631 | $202,342-24.1% | $172,753-11.1% | $152,909+0.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 3.77% | 1029.88%-1026.1pp | 803.00%-799.2pp | 345.46%-341.7pp |
| Employer contribution / active EE | $1,015 | $5,857-82.7% | $5,144-80.3% | $4,764-78.7% |
| Participant deferral / active EE | $3,534 | $5,948-40.6% | $5,198-32.0% | $5,851-39.6% |
| Admin fee / account holder | $1,112 | $17,112-93.5% | $13,956-92.0% | $11,601-90.4% |