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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 | $28,742 | $63,809-55.0% | $81,353-64.7% | $80,935-64.5% |
| Participation rate | 42.5% | 63.9%-21.4pp | 69.5%-27.0pp | 67.7%-25.2pp |
| Annual return | 10.19% | 16.37%-6.2pp | 24.82%-14.6pp | 35.66%-25.5pp |
| Employer contribution / active EE | $372 | $1,981-81.2% | $2,464-84.9% | $2,757-86.5% |
| Participant deferral / active EE | $1,072 | $3,093-65.3% | $3,885-72.4% | $4,299-75.1% |
| Admin fee / account holder | $665 | $5,686-88.3% | $5,766-88.5% | $6,924-90.4% |