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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 | $32,005 | $48,235-33.6% | $68,803-53.5% | $68,490-53.3% |
| Participation rate | 39.6% | 60.7%-21.1pp | 69.0%-29.4pp | 67.9%-28.3pp |
| Annual return | -20.75% | -12.70%-8.0pp | -6.37%-14.4pp | -7.85%-12.9pp |
| Employer contribution / active EE | $226 | $1,829-87.6% | $2,656-91.5% | $2,597-91.3% |
| Participant deferral / active EE | $1,218 | $2,867-57.5% | $3,942-69.1% | $4,028-69.8% |
| Admin fee / account holder | $3,934 | $4,361-9.8% | $4,936-20.3% | $5,403-27.2% |