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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 | $24,156 | $59,813-59.6% | $79,580-69.6% | $68,486-64.7% |
| Participation rate | 30.8% | 61.1%-30.3pp | 69.5%-38.7pp | 67.9%-37.1pp |
| Annual return | -23.16% | -12.30%-10.9pp | 0.15%-23.3pp | -7.85%-15.3pp |
| Employer contribution / active EE | $221 | $1,505-85.3% | $2,413-90.8% | $2,597-91.5% |
| Participant deferral / active EE | $1,512 | $3,024-50.0% | $3,985-62.1% | $4,028-62.5% |
| Admin fee / account holder | $5,898 | $4,835+22.0% | $6,835-13.7% | $5,404+9.1% |