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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 | $44,083 | $67,602-34.8% | $82,312-46.4% | $70,126-37.1% |
| Participation rate | 39.6% | 72.8%-33.2pp | 76.9%-37.3pp | 69.5%-30.0pp |
| Annual return | -4.20% | 21.57%-25.8pp | 25.88%-30.1pp | 73.15%-77.3pp |
| Employer contribution / active EE | $242 | $1,755-86.2% | $2,428-90.0% | $2,343-89.7% |
| Participant deferral / active EE | $2,423 | $2,987-18.9% | $3,706-34.6% | $3,332-27.3% |
| Admin fee / account holder | $9,518 | $4,512+111.0% | $5,608+69.7% | $4,645+104.9% |