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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 | $26,517 | $95,406-72.2% | $185,849-85.7% | $85,847-69.1% |
| Participation rate | 52.9% | 68.8%-15.9pp | 81.7%-28.9pp | 69.3%-16.5pp |
| Annual return | 11.15% | 23.59%-12.4pp | 122.10%-110.9pp | 318.61%-307.5pp |
| Employer contribution / active EE | $138 | $3,314-95.8% | $5,169-97.3% | $2,565-94.6% |
| Participant deferral / active EE | $982 | $3,424-71.3% | $5,569-82.4% | $3,952-75.2% |
| Admin fee / account holder | $3,294 | $7,214-54.3% | $16,244-79.7% | $6,261-47.4% |