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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 | $33,393 | $62,583-46.6% | $76,767-56.5% | $64,173-48.0% |
| Participation rate | 32.4% | 72.8%-40.5pp | 77.0%-44.6pp | 69.6%-37.2pp |
| Annual return | -9.98% | -1.95%-8.0pp | 2.43%-12.4pp | 7.63%-17.6pp |
| Employer contribution / active EE | $250 | $1,832-86.4% | $2,485-90.0% | $2,381-89.5% |
| Participant deferral / active EE | $1,572 | $3,145-50.0% | $3,852-59.2% | $3,470-54.7% |
| Admin fee / account holder | $1,061 | $4,667-77.3% | $6,675-84.1% | $4,887-78.3% |