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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 | $25,351 | $48,267-47.5% | $68,808-63.2% | $68,486-63.0% |
| Participation rate | 32.4% | 60.7%-28.3pp | 69.0%-36.7pp | 67.9%-35.5pp |
| Annual return | -20.44% | -12.70%-7.7pp | -6.37%-14.1pp | -7.85%-12.6pp |
| Employer contribution / active EE | $138 | $1,829-92.5% | $2,656-94.8% | $2,597-94.7% |
| Participant deferral / active EE | $1,185 | $2,867-58.7% | $3,942-69.9% | $4,028-70.6% |
| Admin fee / account holder | $2,757 | $4,362-36.8% | $4,936-44.2% | $5,404-49.0% |