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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 | $22,492 | $64,716-65.2% | $112,258-80.0% | $68,495-67.2% |
| Participation rate | 53.8% | 67.2%-13.3pp | 75.1%-21.2pp | 67.9%-14.0pp |
| Annual return | -21.02% | -11.40%-9.6pp | 27.47%-48.5pp | -7.84%-13.2pp |
| Employer contribution / active EE | $317 | $2,746-88.4% | $3,636-91.3% | $2,596-87.8% |
| Participant deferral / active EE | $1,966 | $3,565-44.9% | $4,728-58.4% | $4,028-51.2% |
| Admin fee / account holder | $584 | $5,232-88.8% | $6,411-90.9% | $5,403-89.2% |