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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 | $26,704 | $53,596-50.2% | $90,657-70.5% | $64,173-58.4% |
| Participation rate | 28.8% | 64.5%-35.7pp | 74.0%-45.2pp | 69.6%-40.8pp |
| Annual return | -14.01% | 4.41%-18.4pp | 1.89%-15.9pp | 7.63%-21.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,166 | $2,459-52.6% | $3,424-66.0% | $3,470-66.4% |
| Admin fee / account holder | $466 | $3,868-88.0% | $4,994-90.7% | $4,887-90.5% |