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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 | $60,933 | $49,280+23.6% | $67,313-9.5% | $64,181-5.1% |
| Participation rate | 20.4% | 60.8%-40.4pp | 69.1%-48.7pp | 69.6%-49.2pp |
| Annual return | -9.43% | -1.39%-8.0pp | -4.08%-5.4pp | 7.63%-17.1pp |
| Employer contribution / active EE | $203 | $1,668-87.9% | $2,566-92.1% | $2,381-91.5% |
| Participant deferral / active EE | $903 | $2,484-63.6% | $3,568-74.7% | $3,470-74.0% |
| Admin fee / account holder | $7,494 | $3,863+94.0% | $4,507+66.3% | $4,887+53.3% |