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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 | $32,293 | $71,872-55.1% | $86,691-62.7% | $68,495-52.9% |
| Participation rate | 61.1% | 72.2%-11.1pp | 76.6%-15.5pp | 67.9%-6.8pp |
| Annual return | -21.16% | 3.53%-24.7pp | 35.94%-57.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $430 | $2,173-80.2% | $2,837-84.9% | $2,596-83.4% |
| Participant deferral / active EE | $4,425 | $3,779+17.1% | $4,656-5.0% | $4,028+9.9% |
| Admin fee / account holder | $319 | $6,112-94.8% | $7,492-95.7% | $5,403-94.1% |