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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 | $40,349 | $71,873-43.9% | $86,698-53.5% | $68,490-41.1% |
| Participation rate | 53.8% | 72.2%-18.4pp | 76.6%-22.7pp | 67.9%-14.1pp |
| Annual return | -20.08% | 3.54%-23.6pp | 35.96%-56.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $211 | $2,173-90.3% | $2,837-92.6% | $2,597-91.9% |
| Participant deferral / active EE | $1,835 | $3,779-51.5% | $4,656-60.6% | $4,028-54.4% |
| Admin fee / account holder | $1,364 | $6,110-77.7% | $7,492-81.8% | $5,403-74.8% |