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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 | $29,854 | $41,377-27.9% | $109,313-72.7% | $62,881-52.5% |
| Participation rate | 58.1% | 57.5%+0.5pp | 71.3%-13.2pp | 69.3%-11.2pp |
| Annual return | 0.75% | 11.05%-10.3pp | 22.07%-21.3pp | 20.14%-19.4pp |
| Employer contribution / active EE | $111 | $1,276-91.3% | $3,892-97.2% | $2,281-95.1% |
| Participant deferral / active EE | $1,575 | $2,045-23.0% | $3,166-50.3% | $3,203-50.8% |
| Admin fee / account holder | $842 | $2,884-70.8% | $5,666-85.1% | $4,296-80.4% |