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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 | $28,668 | $52,836-45.7% | $105,736-72.9% | $64,173-55.3% |
| Participation rate | 21.5% | 66.5%-45.0pp | 76.3%-54.8pp | 69.6%-48.1pp |
| Annual return | -9.23% | 14.30%-23.5pp | 6.27%-15.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $257 | $1,827-85.9% | $3,268-92.1% | $2,381-89.2% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $351 | $3,959-91.1% | $6,913-94.9% | $4,887-92.8% |