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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 | $33,683 | $58,587-42.5% | $83,322-59.6% | $64,173-47.5% |
| Participation rate | 61.3% | 72.0%-10.7pp | 77.8%-16.5pp | 69.6%-8.3pp |
| Annual return | -8.40% | 9.65%-18.0pp | 10.64%-19.0pp | 7.63%-16.0pp |
| Employer contribution / active EE | $184 | $2,098-91.3% | $3,379-94.6% | $2,381-92.3% |
| Participant deferral / active EE | $4,481 | $4,654-3.7% | $5,565-19.5% | $3,470+29.1% |
| Admin fee / account holder | $349 | $9,279-96.2% | $7,540-95.4% | $4,887-92.9% |