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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 | $35,489 | $64,716-45.2% | $112,258-68.4% | $68,495-48.2% |
| Participation rate | 28.8% | 67.2%-38.3pp | 75.1%-46.2pp | 67.9%-39.1pp |
| Annual return | -23.16% | -11.40%-11.8pp | 27.47%-50.6pp | -7.84%-15.3pp |
| Employer contribution / active EE | $547 | $2,746-80.1% | $3,636-84.9% | $2,596-78.9% |
| Participant deferral / active EE | $1,548 | $3,565-56.6% | $4,728-67.3% | $4,028-61.6% |
| Admin fee / account holder | $796 | $5,232-84.8% | $6,411-87.6% | $5,403-85.3% |