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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 | $28,600 | $60,349-52.6% | $74,184-61.4% | $62,881-54.5% |
| Participation rate | 61.3% | 72.7%-11.4pp | 76.6%-15.3pp | 69.3%-8.0pp |
| Annual return | 3.53% | 21.38%-17.8pp | 17.74%-14.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $126 | $1,680-92.5% | $2,370-94.7% | $2,281-94.5% |
| Participant deferral / active EE | $1,944 | $2,856-31.9% | $3,550-45.2% | $3,203-39.3% |
| Admin fee / account holder | $1,022 | $4,261-76.0% | $5,586-81.7% | $4,296-76.2% |