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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 | $25,635 | $49,280-48.0% | $67,313-61.9% | $64,173-60.1% |
| Participation rate | 39.5% | 60.8%-21.2pp | 69.1%-29.5pp | 69.6%-30.0pp |
| Annual return | -35.69% | -1.39%-34.3pp | -4.08%-31.6pp | 7.63%-43.3pp |
| Employer contribution / active EE | $210 | $1,668-87.4% | $2,566-91.8% | $2,381-91.2% |
| Participant deferral / active EE | $1,497 | $2,484-39.7% | $3,568-58.0% | $3,470-56.9% |
| Admin fee / account holder | $9,123 | $3,863+136.2% | $4,507+102.4% | $4,887+86.7% |