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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 | $35,462 | $62,583-43.3% | $76,767-53.8% | $64,173-44.7% |
| Participation rate | 67.9% | 72.8%-5.0pp | 77.0%-9.1pp | 69.6%-1.7pp |
| Annual return | -9.85% | -1.95%-7.9pp | 2.43%-12.3pp | 7.63%-17.5pp |
| Employer contribution / active EE | $282 | $1,832-84.6% | $2,485-88.7% | $2,381-88.2% |
| Participant deferral / active EE | $3,272 | $3,145+4.0% | $3,852-15.0% | $3,470-5.7% |
| Admin fee / account holder | $620 | $4,667-86.7% | $6,675-90.7% | $4,887-87.3% |