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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 | $26,525 | $102,422-74.1% | $147,117-82.0% | $80,959-67.2% |
| Participation rate | 52.2% | 75.9%-23.7pp | 82.2%-30.0pp | 67.7%-15.5pp |
| Annual return | 8.36% | 135.16%-126.8pp | 420.54%-412.2pp | 35.67%-27.3pp |
| Employer contribution / active EE | $740 | $3,717-80.1% | $4,932-85.0% | $2,757-73.2% |
| Participant deferral / active EE | $2,664 | $6,652-60.0% | $8,065-67.0% | $4,300-38.1% |
| Admin fee / account holder | $1,390 | $7,953-82.5% | $12,993-89.3% | $6,925-79.9% |