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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 | $28,564 | $95,383-70.1% | $185,837-84.6% | $85,856-66.7% |
| Participation rate | 55.3% | 68.8%-13.5pp | 81.7%-26.4pp | 69.3%-14.1pp |
| Annual return | 10.31% | 23.59%-13.3pp | 122.08%-111.8pp | 318.58%-308.3pp |
| Employer contribution / active EE | $353 | $3,313-89.4% | $5,168-93.2% | $2,565-86.3% |
| Participant deferral / active EE | $1,050 | $3,423-69.3% | $5,568-81.2% | $3,952-73.4% |
| Admin fee / account holder | $5,898 | $7,213-18.2% | $16,241-63.7% | $6,261-5.8% |