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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 | $51,204 | $59,819-14.4% | $79,583-35.7% | $68,490-25.2% |
| Participation rate | 57.9% | 61.1%-3.2pp | 69.5%-11.6pp | 67.9%-10.0pp |
| Annual return | -20.68% | -12.30%-8.4pp | 0.16%-20.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $238 | $1,505-84.2% | $2,414-90.1% | $2,597-90.8% |
| Participant deferral / active EE | $3,299 | $3,025+9.1% | $3,986-17.2% | $4,028-18.1% |
| Admin fee / account holder | $1,113 | $4,835-77.0% | $6,835-83.7% | $5,403-79.4% |