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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 | $27,940 | $61,660-54.7% | $80,022-65.1% | $64,173-56.5% |
| Participation rate | 67.6% | 71.7%-4.1pp | 75.8%-8.3pp | 69.6%-2.0pp |
| Annual return | -8.89% | -0.33%-8.6pp | 11.22%-20.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $347 | $1,810-80.8% | $2,468-85.9% | $2,381-85.4% |
| Participant deferral / active EE | $2,799 | $2,968-5.7% | $3,686-24.1% | $3,470-19.3% |
| Admin fee / account holder | $1,263 | $5,417-76.7% | $6,521-80.6% | $4,887-74.2% |