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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 | $34,496 | $71,872-52.0% | $86,691-60.2% | $68,495-49.6% |
| Participation rate | 23.6% | 72.2%-48.6pp | 76.6%-52.9pp | 67.9%-44.3pp |
| Annual return | -22.77% | 3.53%-26.3pp | 35.94%-58.7pp | -7.84%-14.9pp |
| Employer contribution / active EE | $283 | $2,173-87.0% | $2,837-90.0% | $2,596-89.1% |
| Participant deferral / active EE | $3,165 | $3,779-16.2% | $4,656-32.0% | $4,028-21.4% |
| Admin fee / account holder | $3,312 | $6,112-45.8% | $7,492-55.8% | $5,403-38.7% |