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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 | $26,825 | $72,404-63.0% | $110,243-75.7% | $64,173-58.2% |
| Participation rate | 62.3% | 73.3%-11.0pp | 79.8%-17.5pp | 69.6%-7.3pp |
| Annual return | -8.19% | -6.29%-1.9pp | 314.76%-323.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $493 | $2,282-78.4% | $3,827-87.1% | $2,381-79.3% |
| Participant deferral / active EE | $1,972 | $3,469-43.2% | $4,672-57.8% | $3,470-43.2% |
| Admin fee / account holder | $698 | $5,664-87.7% | $8,548-91.8% | $4,887-85.7% |