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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 | $32,825 | $65,566-49.9% | $86,235-61.9% | $75,177-56.3% |
| Participation rate | 54.2% | 60.5%-6.3pp | 69.0%-14.8pp | 67.2%-13.0pp |
| Annual return | 7.19% | 46.07%-38.9pp | 1170.03%-1162.8pp | 160.75%-153.6pp |
| Employer contribution / active EE | $178 | $1,553-88.5% | $2,381-92.5% | $2,671-93.3% |
| Participant deferral / active EE | $2,581 | $3,023-14.6% | $3,987-35.3% | $4,126-37.5% |
| Admin fee / account holder | $2,537 | $5,470-53.6% | $6,856-63.0% | $5,651-55.1% |