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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 | $27,828 | $71,878-61.3% | $86,698-67.9% | $68,486-59.4% |
| Participation rate | 64.1% | 72.2%-8.1pp | 76.6%-12.5pp | 67.9%-3.8pp |
| Annual return | -22.21% | 3.53%-25.7pp | 35.95%-58.2pp | -7.85%-14.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,877 | $3,779-50.3% | $4,656-59.7% | $4,028-53.4% |
| Admin fee / account holder | $3,024 | $6,113-50.5% | $7,493-59.6% | $5,404-44.0% |