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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 | $25,211 | $73,863-65.9% | $143,797-82.5% | $68,490-63.2% |
| Participation rate | 33.7% | 66.7%-32.9pp | 80.3%-46.6pp | 67.9%-34.2pp |
| Annual return | -22.76% | 0.91%-23.7pp | -0.04%-22.7pp | -7.85%-14.9pp |
| Employer contribution / active EE | $234 | $3,185-92.7% | $4,952-95.3% | $2,597-91.0% |
| Participant deferral / active EE | $1,934 | $3,385-42.9% | $5,638-65.7% | $4,028-52.0% |
| Admin fee / account holder | $1,041 | $5,756-81.9% | $14,679-92.9% | $5,403-80.7% |