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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 | $27,918 | $64,716-56.9% | $112,258-75.1% | $68,495-59.2% |
| Participation rate | 45.3% | 67.2%-21.9pp | 75.1%-29.8pp | 67.9%-22.6pp |
| Annual return | -20.77% | -11.40%-9.4pp | 27.47%-48.2pp | -7.84%-12.9pp |
| Employer contribution / active EE | $402 | $2,746-85.4% | $3,636-89.0% | $2,596-84.5% |
| Participant deferral / active EE | $1,723 | $3,565-51.7% | $4,728-63.6% | $4,028-57.2% |
| Admin fee / account holder | $2,867 | $5,232-45.2% | $6,411-55.3% | $5,403-46.9% |