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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 | $21,181 | $72,273-70.7% | $101,275-79.1% | $79,856-73.5% |
| Participation rate | 38.3% | 68.5%-30.2pp | 75.8%-37.5pp | 69.6%-31.3pp |
| Annual return | -3.75% | 22.30%-26.0pp | 46.48%-50.2pp | 31.71%-35.5pp |
| Employer contribution / active EE | $535 | $2,691-80.1% | $3,660-85.4% | $2,471-78.4% |
| Participant deferral / active EE | $1,714 | $3,282-47.8% | $4,371-60.8% | $3,741-54.2% |
| Admin fee / account holder | $1,232 | $4,401-72.0% | $5,948-79.3% | $5,306-76.8% |