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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 | $77,141 | $124,330-38.0% | $109,173-29.3% | $167,536-54.0% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 9.21% | 26.04%-16.8pp | 25.75%-16.5pp | 478.82%-469.6pp |
| Employer contribution / active EE | $261 | $4,209-93.8% | $3,723-93.0% | $4,839-94.6% |
| Participant deferral / active EE | $4,135 | $5,256-21.3% | $4,654-11.2% | $6,342-34.8% |
| Admin fee / account holder | $997 | $7,974-87.5% | $6,755-85.2% | $12,315-91.9% |