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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 | $39,944 | $71,872-44.4% | $86,691-53.9% | $68,495-41.7% |
| Participation rate | 34.5% | 72.2%-37.8pp | 76.6%-42.1pp | 67.9%-33.4pp |
| Annual return | -21.06% | 3.53%-24.6pp | 35.94%-57.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $24 | $2,173-98.9% | $2,837-99.2% | $2,596-99.1% |
| Participant deferral / active EE | $1,784 | $3,779-52.8% | $4,656-61.7% | $4,028-55.7% |
| Admin fee / account holder | $1,030 | $6,112-83.1% | $7,492-86.2% | $5,403-80.9% |