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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 | $28,879 | $65,364-55.8% | $92,909-68.9% | $72,975-60.4% |
| Participation rate | 54.8% | 68.3%-13.5pp | 76.0%-21.2pp | 69.5%-14.7pp |
| Annual return | 14.40% | 42.11%-27.7pp | 109.44%-95.0pp | 81.01%-66.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,137 | $3,128+0.3% | $4,238-26.0% | $3,608-13.0% |
| Admin fee / account holder | $5,685 | $4,251+33.7% | $5,795-1.9% | $5,124+11.0% |