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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 | $29,068 | $56,339-48.4% | $104,301-72.1% | $68,495-57.6% |
| Participation rate | 50.0% | 63.3%-13.3pp | 73.3%-23.3pp | 67.9%-17.9pp |
| Annual return | -24.07% | -9.19%-14.9pp | 24.61%-48.7pp | -7.84%-16.2pp |
| Employer contribution / active EE | $37 | $1,960-98.1% | $3,373-98.9% | $2,596-98.6% |
| Participant deferral / active EE | $1,753 | $3,077-43.0% | $4,626-62.1% | $4,028-56.5% |
| Admin fee / account holder | $3,754 | $4,902-23.4% | $7,340-48.9% | $5,403-30.5% |