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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 | $32,574 | $73,839-55.9% | $143,788-77.3% | $68,495-52.4% |
| Participation rate | 32.0% | 66.7%-34.7pp | 80.3%-48.3pp | 67.9%-35.9pp |
| Annual return | -20.98% | 1.01%-22.0pp | -0.03%-21.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $265 | $3,184-91.7% | $4,952-94.6% | $2,596-89.8% |
| Participant deferral / active EE | $939 | $3,384-72.3% | $5,638-83.3% | $4,028-76.7% |
| Admin fee / account holder | $3,038 | $5,755-47.2% | $14,675-79.3% | $5,403-43.8% |