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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 | $32,248 | $73,863-56.3% | $143,797-77.6% | $68,490-52.9% |
| Participation rate | 62.7% | 66.7%-3.9pp | 80.3%-17.6pp | 67.9%-5.2pp |
| Annual return | -19.66% | 0.91%-20.6pp | -0.04%-19.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,561 | $3,385-53.9% | $5,638-72.3% | $4,028-61.3% |
| Admin fee / account holder | $333 | $5,756-94.2% | $14,679-97.7% | $5,403-93.8% |