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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 | $28,128 | $50,947-44.8% | $74,551-62.3% | $64,173-56.2% |
| Participation rate | 32.7% | 61.1%-28.4pp | 69.1%-36.5pp | 69.6%-36.9pp |
| Annual return | -10.62% | -1.85%-8.8pp | 32.53%-43.1pp | 7.63%-18.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,014 | $2,302-12.5% | $3,108-35.2% | $3,470-42.0% |
| Admin fee / account holder | $1,277 | $4,221-69.7% | $5,059-74.8% | $4,887-73.9% |