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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 | $34,600 | $61,660-43.9% | $80,022-56.8% | $64,173-46.1% |
| Participation rate | 52.9% | 71.7%-18.7pp | 75.8%-22.9pp | 69.6%-16.6pp |
| Annual return | -7.98% | -0.33%-7.6pp | 11.22%-19.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $287 | $1,810-84.2% | $2,468-88.4% | $2,381-88.0% |
| Participant deferral / active EE | $2,869 | $2,968-3.3% | $3,686-22.2% | $3,470-17.3% |
| Admin fee / account holder | $2,027 | $5,417-62.6% | $6,521-68.9% | $4,887-58.5% |