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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 | $10,038 | $48,267-79.2% | $68,794-85.4% | $68,495-85.3% |
| Participation rate | 57.0% | 60.7%-3.7pp | 69.0%-12.0pp | 67.9%-10.9pp |
| Annual return | -21.19% | -12.70%-8.5pp | -6.37%-14.8pp | -7.84%-13.3pp |
| Employer contribution / active EE | $93 | $1,829-94.9% | $2,656-96.5% | $2,596-96.4% |
| Participant deferral / active EE | $2,053 | $2,867-28.4% | $3,941-47.9% | $4,028-49.0% |
| Admin fee / account holder | $463 | $4,362-89.4% | $4,934-90.6% | $5,403-91.4% |