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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 | $34,404 | $50,947-32.5% | $74,551-53.9% | $64,173-46.4% |
| Participation rate | 61.3% | 61.1%+0.2pp | 69.1%-7.9pp | 69.6%-8.3pp |
| Annual return | -8.93% | -1.85%-7.1pp | 32.53%-41.5pp | 7.63%-16.6pp |
| Employer contribution / active EE | $188 | $1,115-83.1% | $1,961-90.4% | $2,381-92.1% |
| Participant deferral / active EE | $2,181 | $2,302-5.2% | $3,108-29.8% | $3,470-37.1% |
| Admin fee / account holder | $1,934 | $4,221-54.2% | $5,059-61.8% | $4,887-60.4% |