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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 | $36,976 | $62,583-40.9% | $76,767-51.8% | $64,173-42.4% |
| Participation rate | 13.7% | 72.8%-59.1pp | 77.0%-63.2pp | 69.6%-55.8pp |
| Annual return | -8.94% | -1.95%-7.0pp | 2.43%-11.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $289 | $1,832-84.2% | $2,485-88.4% | $2,381-87.9% |
| Participant deferral / active EE | $1,564 | $3,145-50.3% | $3,852-59.4% | $3,470-54.9% |
| Admin fee / account holder | $478 | $4,667-89.8% | $6,675-92.8% | $4,887-90.2% |