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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 | $33,799 | $67,411-49.9% | $91,004-62.9% | $70,124-51.8% |
| Participation rate | 64.3% | 71.4%-7.1pp | 75.6%-11.3pp | 69.5%-5.3pp |
| Annual return | 9.65% | -40.16%+49.8pp | 4.60%+5.1pp | 73.14%-63.5pp |
| Employer contribution / active EE | $263 | $1,786-85.3% | $2,456-89.3% | $2,342-88.8% |
| Participant deferral / active EE | $1,548 | $2,823-45.2% | $3,548-56.4% | $3,332-53.5% |
| Admin fee / account holder | $2,243 | $4,236-47.1% | $5,417-58.6% | $4,645-51.7% |