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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 | $34,208 | $61,660-44.5% | $80,022-57.3% | $64,173-46.7% |
| Participation rate | 53.2% | 71.7%-18.5pp | 75.8%-22.6pp | 69.6%-16.4pp |
| Annual return | -7.95% | -0.33%-7.6pp | 11.22%-19.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $3 | $1,810-99.8% | $2,468-99.9% | $2,381-99.9% |
| Participant deferral / active EE | $1,513 | $2,968-49.0% | $3,686-58.9% | $3,470-56.4% |
| Admin fee / account holder | $2,207 | $5,417-59.3% | $6,521-66.2% | $4,887-54.9% |