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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 | $31,671 | $45,872-31.0% | $77,096-58.9% | $68,486-53.8% |
| Participation rate | 53.1% | 55.9%-2.9pp | 67.9%-14.9pp | 67.9%-14.8pp |
| Annual return | -20.19% | 1.73%-21.9pp | 42.35%-62.5pp | -7.85%-12.3pp |
| Employer contribution / active EE | $159 | $1,650-90.3% | $2,814-94.3% | $2,597-93.9% |
| Participant deferral / active EE | $1,841 | $2,963-37.9% | $4,429-58.4% | $4,028-54.3% |
| Admin fee / account holder | $767 | $3,041-74.8% | $5,428-85.9% | $5,404-85.8% |