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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 | $28,815 | $75,935-62.1% | $60,547-52.4% | $125,389-77.0% |
| Participation rate | 64.7% | 76.5%-11.8pp | 68.0%-3.3pp | 83.2%-18.5pp |
| Annual return | -5.95% | -5.38%-0.6pp | 335.64%-341.6pp | 282.24%-288.2pp |
| Employer contribution / active EE | $303 | $3,438-91.2% | $2,419-87.5% | $4,866-93.8% |
| Participant deferral / active EE | $1,597 | $4,506-64.6% | $3,328-52.0% | $5,352-70.2% |
| Admin fee / account holder | $7,873 | $6,768+16.3% | $4,536+73.5% | $9,541-17.5% |