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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 | $26,458 | $95,406-72.3% | $185,849-85.8% | $85,847-69.2% |
| Participation rate | 41.4% | 68.8%-27.3pp | 81.7%-40.3pp | 69.3%-27.9pp |
| Annual return | 11.46% | 23.59%-12.1pp | 122.10%-110.6pp | 318.61%-307.1pp |
| Employer contribution / active EE | $363 | $3,314-89.0% | $5,169-93.0% | $2,565-85.8% |
| Participant deferral / active EE | $1,341 | $3,424-60.8% | $5,569-75.9% | $3,952-66.1% |
| Admin fee / account holder | $6,995 | $7,214-3.0% | $16,244-56.9% | $6,261+11.7% |