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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 | $29,912 | $49,657-39.8% | $93,063-67.9% | $67,986-56.0% |
| Participation rate | 23.1% | 49.9%-26.9pp | 72.1%-49.0pp | 57.2%-34.1pp |
| Annual return | 11.24% | 26.27%-15.0pp | 34.15%-22.9pp | 31.67%-20.4pp |
| Employer contribution / active EE | $119 | $1,279-90.7% | $2,476-95.2% | $2,019-94.1% |
| Participant deferral / active EE | $1,795 | $2,484-27.7% | $3,958-54.6% | $3,358-46.5% |
| Admin fee / account holder | $3,766 | $2,843+32.5% | $6,033-37.6% | $3,203+17.6% |