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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 | $28,194 | $59,804-52.9% | $81,982-65.6% | $79,856-64.7% |
| Participation rate | 61.8% | 61.6%+0.1pp | 69.3%-7.5pp | 69.6%-7.9pp |
| Annual return | -0.78% | 17.56%-18.3pp | 41.31%-42.1pp | 31.71%-32.5pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,214 | $2,695-55.0% | $3,722-67.4% | $3,741-67.5% |
| Admin fee / account holder | $6,005 | $4,288+40.0% | $5,665+6.0% | $5,306+13.2% |