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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 | $29,625 | $61,660-52.0% | $80,022-63.0% | $64,181-53.8% |
| Participation rate | 33.3% | 71.7%-38.4pp | 75.8%-42.5pp | 69.6%-36.2pp |
| Annual return | -7.85% | -0.33%-7.5pp | 11.22%-19.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $95 | $1,810-94.8% | $2,468-96.2% | $2,381-96.0% |
| Participant deferral / active EE | $1,664 | $2,968-43.9% | $3,686-54.9% | $3,470-52.0% |
| Admin fee / account holder | $1,841 | $5,417-66.0% | $6,521-71.8% | $4,887-62.3% |