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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 | $131,787 | $171,867-23.3% | $149,716-12.0% | $147,585-10.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 4.97% | 2113.36%-2108.4pp | 1501.67%-1496.7pp | 578.58%-573.6pp |
| Employer contribution / active EE | $524 | $6,275-91.7% | $5,444-90.4% | $4,876-89.3% |
| Participant deferral / active EE | $3,649 | $7,270-49.8% | $6,568-44.4% | $5,439-32.9% |
| Admin fee / account holder | $9,867 | $13,799-28.5% | $11,282-12.5% | $10,886-9.4% |