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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 | $27,302 | $50,947-46.4% | $74,551-63.4% | $64,173-57.5% |
| Participation rate | 68.4% | 61.1%+7.4pp | 69.1%-0.7pp | 69.6%-1.1pp |
| Annual return | -9.19% | -1.85%-7.3pp | 32.53%-41.7pp | 7.63%-16.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,728 | $2,302+18.5% | $3,108-12.2% | $3,470-21.4% |
| Admin fee / account holder | $2,889 | $4,221-31.6% | $5,059-42.9% | $4,887-40.9% |