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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 | $41,514 | $43,344-4.2% | $59,899-30.7% | $64,173-35.3% |
| Participation rate | 42.4% | 69.2%-26.8pp | 74.7%-32.3pp | 69.6%-27.2pp |
| Annual return | -60.73% | -1.55%-59.2pp | 3.46%-64.2pp | 7.63%-68.4pp |
| Employer contribution / active EE | $286 | $2,030-85.9% | $2,723-89.5% | $2,381-88.0% |
| Participant deferral / active EE | $960 | $2,547-62.3% | $3,402-71.8% | $3,470-72.3% |
| Admin fee / account holder | $857 | $3,008-71.5% | $3,592-76.1% | $4,887-82.5% |