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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 | $24,054 | $64,716-62.8% | $112,258-78.6% | $68,495-64.9% |
| Participation rate | 48.0% | 67.2%-19.2pp | 75.1%-27.1pp | 67.9%-19.9pp |
| Annual return | -21.73% | -11.40%-10.3pp | 27.47%-49.2pp | -7.84%-13.9pp |
| Employer contribution / active EE | $501 | $2,746-81.8% | $3,636-86.2% | $2,596-80.7% |
| Participant deferral / active EE | $1,524 | $3,565-57.3% | $4,728-67.8% | $4,028-62.2% |
| Admin fee / account holder | $3,676 | $5,232-29.7% | $6,411-42.7% | $5,403-32.0% |