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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 | $33,690 | $48,235-30.2% | $68,803-51.0% | $68,490-50.8% |
| Participation rate | 33.3% | 60.7%-27.3pp | 69.0%-35.7pp | 67.9%-34.6pp |
| Annual return | -22.96% | -12.70%-10.3pp | -6.37%-16.6pp | -7.85%-15.1pp |
| Employer contribution / active EE | $318 | $1,829-82.6% | $2,656-88.0% | $2,597-87.8% |
| Participant deferral / active EE | $3,704 | $2,867+29.2% | $3,942-6.0% | $4,028-8.1% |
| Admin fee / account holder | $1,534 | $4,361-64.8% | $4,936-68.9% | $5,403-71.6% |