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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 | $28,769 | $41,377-30.5% | $109,313-73.7% | $62,881-54.2% |
| Participation rate | 31.1% | 57.5%-26.4pp | 71.3%-40.2pp | 69.3%-38.2pp |
| Annual return | -7.19% | 11.05%-18.2pp | 22.07%-29.3pp | 20.14%-27.3pp |
| Employer contribution / active EE | $189 | $1,276-85.2% | $3,892-95.1% | $2,281-91.7% |
| Participant deferral / active EE | $1,399 | $2,045-31.6% | $3,166-55.8% | $3,203-56.3% |
| Admin fee / account holder | $5,398 | $2,884+87.2% | $5,666-4.7% | $4,296+25.7% |