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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 | $34,659 | $48,267-28.2% | $68,808-49.6% | $68,486-49.4% |
| Participation rate | 28.1% | 60.7%-32.6pp | 69.0%-40.9pp | 67.9%-39.8pp |
| Annual return | -22.85% | -12.70%-10.1pp | -6.37%-16.5pp | -7.85%-15.0pp |
| Employer contribution / active EE | $177 | $1,829-90.3% | $2,656-93.3% | $2,597-93.2% |
| Participant deferral / active EE | $1,053 | $2,867-63.3% | $3,942-73.3% | $4,028-73.9% |
| Admin fee / account holder | $805 | $4,362-81.5% | $4,936-83.7% | $5,404-85.1% |