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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 | $29,063 | $47,848-39.3% | $81,473-64.3% | $70,124-58.6% |
| Participation rate | 24.4% | 58.3%-33.9pp | 68.0%-43.6pp | 69.5%-45.2pp |
| Annual return | 11.08% | 27.25%-16.2pp | 38.78%-27.7pp | 73.14%-62.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $742 | $2,453-69.7% | $3,537-79.0% | $3,332-77.7% |
| Admin fee / account holder | $6,311 | $3,145+100.7% | $4,561+38.4% | $4,645+35.8% |