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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 | $26,486 | $95,383-72.2% | $185,837-85.7% | $85,856-69.2% |
| Participation rate | 49.0% | 68.8%-19.8pp | 81.7%-32.7pp | 69.3%-20.3pp |
| Annual return | 10.13% | 23.59%-13.5pp | 122.08%-111.9pp | 318.58%-308.4pp |
| Employer contribution / active EE | $308 | $3,313-90.7% | $5,168-94.0% | $2,565-88.0% |
| Participant deferral / active EE | $1,234 | $3,423-64.0% | $5,568-77.8% | $3,952-68.8% |
| Admin fee / account holder | $7,999 | $7,213+10.9% | $16,241-50.7% | $6,261+27.8% |