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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 | $25,962 | $62,583-58.5% | $76,767-66.2% | $64,173-59.5% |
| Participation rate | 67.7% | 72.8%-5.1pp | 77.0%-9.2pp | 69.6%-1.8pp |
| Annual return | -7.53% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $294 | $1,832-84.0% | $2,485-88.2% | $2,381-87.7% |
| Participant deferral / active EE | $2,937 | $3,145-6.6% | $3,852-23.7% | $3,470-15.3% |
| Admin fee / account holder | $979 | $4,667-79.0% | $6,675-85.3% | $4,887-80.0% |