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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 | $25,065 | $43,730-42.7% | $121,220-79.3% | $64,173-60.9% |
| Participation rate | 40.0% | 58.3%-18.3pp | 71.8%-31.8pp | 69.6%-29.6pp |
| Annual return | -10.07% | 68.94%-79.0pp | 16.94%-27.0pp | 7.63%-17.7pp |
| Employer contribution / active EE | $217 | $1,297-83.2% | $4,023-94.6% | $2,381-90.9% |
| Participant deferral / active EE | $1,371 | $2,281-39.9% | $3,345-59.0% | $3,470-60.5% |
| Admin fee / account holder | $308 | $3,502-91.2% | $5,021-93.9% | $4,887-93.7% |