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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 | $38,748 | $64,729-40.1% | $112,263-65.5% | $68,490-43.4% |
| Participation rate | 33.3% | 67.2%-33.8pp | 75.1%-41.7pp | 67.9%-34.6pp |
| Annual return | -20.44% | -11.40%-9.0pp | 27.49%-47.9pp | -7.85%-12.6pp |
| Employer contribution / active EE | $506 | $2,746-81.6% | $3,636-86.1% | $2,597-80.5% |
| Participant deferral / active EE | $2,025 | $3,566-43.2% | $4,729-57.2% | $4,028-49.7% |
| Admin fee / account holder | $585 | $5,222-88.8% | $6,410-90.9% | $5,403-89.2% |