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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 | $40,234 | $64,719-37.8% | $112,249-64.2% | $68,486-41.3% |
| Participation rate | 32.1% | 67.2%-35.0pp | 75.1%-42.9pp | 67.9%-35.8pp |
| Annual return | -23.16% | -11.40%-11.8pp | 27.48%-50.6pp | -7.85%-15.3pp |
| Employer contribution / active EE | $576 | $2,747-79.0% | $3,636-84.2% | $2,597-77.8% |
| Participant deferral / active EE | $1,957 | $3,565-45.1% | $4,729-58.6% | $4,028-51.4% |
| Admin fee / account holder | $1,906 | $5,232-63.6% | $6,412-70.3% | $5,404-64.7% |