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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 | $28,781 | $49,177-41.5% | $79,467-63.8% | $64,173-55.2% |
| Participation rate | 57.6% | 65.0%-7.5pp | 73.3%-15.8pp | 69.6%-12.0pp |
| Annual return | -8.64% | -1.16%-7.5pp | 718.30%-726.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $136 | $2,076-93.4% | $2,800-95.1% | $2,381-94.3% |
| Participant deferral / active EE | $1,807 | $2,821-36.0% | $3,704-51.2% | $3,470-47.9% |
| Admin fee / account holder | $3,167 | $3,839-17.5% | $5,104-38.0% | $4,887-35.2% |