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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 | $28,897 | $62,583-53.8% | $76,767-62.4% | $64,173-55.0% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -8.62% | -1.95%-6.7pp | 2.43%-11.0pp | 7.63%-16.3pp |
| Employer contribution / active EE | $279 | $1,832-84.8% | $2,485-88.8% | $2,381-88.3% |
| Participant deferral / active EE | $1,485 | $3,145-52.8% | $3,852-61.5% | $3,470-57.2% |
| Admin fee / account holder | $2,874 | $4,667-38.4% | $6,675-56.9% | $4,887-41.2% |