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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 | $38,584 | $48,267-20.1% | $68,808-43.9% | $68,486-43.7% |
| Participation rate | 35.6% | 60.7%-25.1pp | 69.0%-33.5pp | 67.9%-32.3pp |
| Annual return | -25.01% | -12.70%-12.3pp | -6.37%-18.6pp | -7.85%-17.2pp |
| Employer contribution / active EE | $164 | $1,829-91.0% | $2,656-93.8% | $2,597-93.7% |
| Participant deferral / active EE | $1,345 | $2,867-53.1% | $3,942-65.9% | $4,028-66.6% |
| Admin fee / account holder | $886 | $4,362-79.7% | $4,936-82.0% | $5,404-83.6% |