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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 | $34,392 | $50,958-32.5% | $74,552-53.9% | $64,186-46.4% |
| Participation rate | 34.0% | 61.1%-27.0pp | 69.1%-35.1pp | 69.6%-35.5pp |
| Annual return | -9.01% | -1.86%-7.2pp | 32.53%-41.5pp | 7.63%-16.6pp |
| Employer contribution / active EE | $71 | $1,115-93.6% | $1,961-96.4% | $2,381-97.0% |
| Participant deferral / active EE | $1,821 | $2,301-20.9% | $3,108-41.4% | $3,470-47.5% |
| Admin fee / account holder | $2,328 | $4,223-44.9% | $5,060-54.0% | $4,888-52.4% |