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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 | $27,070 | $49,280-45.1% | $67,313-59.8% | $64,173-57.8% |
| Participation rate | 31.7% | 60.8%-29.1pp | 69.1%-37.4pp | 69.6%-37.9pp |
| Annual return | -8.52% | -1.39%-7.1pp | -4.08%-4.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $229 | $1,668-86.3% | $2,566-91.1% | $2,381-90.4% |
| Participant deferral / active EE | $1,273 | $2,484-48.8% | $3,568-64.3% | $3,470-63.3% |
| Admin fee / account holder | $580 | $3,863-85.0% | $4,507-87.1% | $4,887-88.1% |