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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 | $34,285 | $73,863-53.6% | $143,797-76.2% | $68,490-49.9% |
| Participation rate | 46.4% | 66.7%-20.2pp | 80.3%-33.9pp | 67.9%-21.5pp |
| Annual return | -22.44% | 0.91%-23.3pp | -0.04%-22.4pp | -7.85%-14.6pp |
| Employer contribution / active EE | $324 | $3,185-89.8% | $4,952-93.5% | $2,597-87.5% |
| Participant deferral / active EE | $3,084 | $3,385-8.9% | $5,638-45.3% | $4,028-23.4% |
| Admin fee / account holder | $2,457 | $5,756-57.3% | $14,679-83.3% | $5,403-54.5% |