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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 | $28,418 | $73,787-61.5% | $98,716-71.2% | $82,448-65.5% |
| Participation rate | 43.3% | 61.4%-18.1pp | 69.3%-26.0pp | 68.1%-24.8pp |
| Annual return | 10.25% | 18.57%-8.3pp | 31.81%-21.6pp | 41.64%-31.4pp |
| Employer contribution / active EE | $19 | $1,511-98.7% | $2,279-99.1% | $2,551-99.2% |
| Participant deferral / active EE | $1,949 | $3,081-36.8% | $4,048-51.9% | $4,139-52.9% |
| Admin fee / account holder | $1,163 | $6,500-82.1% | $8,703-86.6% | $7,234-83.9% |