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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 | $28,018 | $54,541-48.6% | $78,778-64.4% | $70,126-60.0% |
| Participation rate | 41.9% | 60.8%-18.9pp | 69.2%-27.3pp | 69.5%-27.7pp |
| Annual return | 8.83% | 21.07%-12.2pp | 35.62%-26.8pp | 73.15%-64.3pp |
| Employer contribution / active EE | $25 | $1,089-97.7% | $1,986-98.7% | $2,343-98.9% |
| Participant deferral / active EE | $1,026 | $2,210-53.6% | $2,958-65.3% | $3,332-69.2% |
| Admin fee / account holder | $3,390 | $3,709-8.6% | $5,134-34.0% | $4,645-27.0% |