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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 | $29,391 | $69,137-57.5% | $182,153-83.9% | $94,015-68.7% |
| Participation rate | 52.5% | 59.6%-7.1pp | 65.7%-13.2pp | 70.8%-18.3pp |
| Annual return | 6.22% | 21.34%-15.1pp | 35.04%-28.8pp | 17.84%-11.6pp |
| Employer contribution / active EE | $391 | $2,152-81.8% | $2,593-84.9% | $2,790-86.0% |
| Participant deferral / active EE | $2,164 | $2,665-18.8% | $3,776-42.7% | $4,249-49.1% |
| Admin fee / account holder | $15,953 | $11,615+37.4% | $9,477+68.3% | $8,951+78.2% |