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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 | $29,460 | $81,446-63.8% | $103,374-71.5% | $80,874-63.6% |
| Participation rate | 40.0% | 66.9%-26.9pp | 74.5%-34.5pp | 67.6%-27.6pp |
| Annual return | 6.43% | 25.57%-19.1pp | 24.89%-18.5pp | 35.62%-29.2pp |
| Employer contribution / active EE | $637 | $3,107-79.5% | $3,869-83.5% | $2,756-76.9% |
| Participant deferral / active EE | $2,029 | $3,870-47.6% | $5,058-59.9% | $4,297-52.8% |
| Admin fee / account holder | $1,117 | $6,715-83.4% | $8,394-86.7% | $6,935-83.9% |