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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 | $39,328 | $53,162-26.0% | $91,227-56.9% | $68,490-42.6% |
| Participation rate | 30.6% | 63.2%-32.6pp | 73.2%-42.5pp | 67.9%-37.3pp |
| Annual return | -27.50% | -3.14%-24.4pp | 114.14%-141.6pp | -7.85%-19.6pp |
| Employer contribution / active EE | $143 | $1,709-91.7% | $2,851-95.0% | $2,597-94.5% |
| Participant deferral / active EE | $1,465 | $2,974-50.7% | $4,234-65.4% | $4,028-63.6% |
| Admin fee / account holder | $4,096 | $4,493-8.9% | $5,423-24.5% | $5,403-24.2% |