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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 | $28,973 | $72,492-60.0% | $87,102-66.7% | $72,983-60.3% |
| Participation rate | 67.3% | 72.8%-5.5pp | 76.9%-9.5pp | 69.5%-2.1pp |
| Annual return | 14.15% | 24.46%-10.3pp | 28.19%-14.0pp | 81.01%-66.9pp |
| Employer contribution / active EE | $351 | $1,894-81.5% | $2,521-86.1% | $2,440-85.6% |
| Participant deferral / active EE | $2,231 | $3,270-31.8% | $4,048-44.9% | $3,608-38.2% |
| Admin fee / account holder | $398 | $5,055-92.1% | $7,491-94.7% | $5,124-92.2% |