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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 | $36,941 | $64,716-42.9% | $112,258-67.1% | $68,495-46.1% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -20.90% | -11.40%-9.5pp | 27.47%-48.4pp | -7.84%-13.1pp |
| Employer contribution / active EE | $603 | $2,746-78.1% | $3,636-83.4% | $2,596-76.8% |
| Participant deferral / active EE | $1,648 | $3,565-53.8% | $4,728-65.2% | $4,028-59.1% |
| Admin fee / account holder | $1,423 | $5,232-72.8% | $6,411-77.8% | $5,403-73.7% |