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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 | $82,782 | $111,814-26.0% | $103,374-19.9% | $145,959-43.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 2.62% | 24.77%-22.1pp | 24.89%-22.3pp | 561.95%-559.3pp |
| Employer contribution / active EE | $750 | $4,214-82.2% | $3,869-80.6% | $4,661-83.9% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $608 | $9,754-93.8% | $8,394-92.8% | $13,398-95.5% |