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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 | $78,100 | $211,224-63.0% | $178,505-56.2% | $145,897-46.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 7.31% | 30.28%-23.0pp | 27.16%-19.8pp | 552.29%-545.0pp |
| Employer contribution / active EE | $500 | $4,577-89.1% | $3,955-87.4% | $4,663-89.3% |
| Participant deferral / active EE | $11,500 | $6,966+65.1% | $6,280+83.1% | $6,689+71.9% |
| Admin fee / account holder | $1,788 | $12,109-85.2% | $10,428-82.9% | $13,390-86.6% |