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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 | $102,393-74.1% | $147,041-82.0% | $80,911-67.2% |
| Participation rate | 52.2% | 75.9%-23.7pp | 82.2%-30.0pp | 67.6%-15.5pp |
| Annual return | 8.36% | 134.95%-126.6pp | 419.21%-410.8pp | 35.63%-27.3pp |
| Employer contribution / active EE | $740 | $3,715-80.1% | $4,935-85.0% | $2,756-73.1% |
| Participant deferral / active EE | $2,664 | $6,647-59.9% | $8,071-67.0% | $4,297-38.0% |
| Admin fee / account holder | $1,390 | $7,943-82.5% | $13,006-89.3% | $6,935-80.0% |