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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 | $25,835 | $59,813-56.8% | $79,580-67.5% | $68,486-62.3% |
| Participation rate | 31.3% | 61.1%-29.8pp | 69.5%-38.2pp | 67.9%-36.6pp |
| Annual return | -19.77% | -12.30%-7.5pp | 0.15%-19.9pp | -7.85%-11.9pp |
| Employer contribution / active EE | $248 | $1,505-83.5% | $2,413-89.7% | $2,597-90.4% |
| Participant deferral / active EE | $1,923 | $3,024-36.4% | $3,985-51.7% | $4,028-52.2% |
| Admin fee / account holder | $921 | $4,835-81.0% | $6,835-86.5% | $5,404-83.0% |