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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 | $28,169 | $50,947-44.7% | $74,549-62.2% | $64,173-56.1% |
| Participation rate | 32.6% | 61.1%-28.4pp | 69.1%-36.5pp | 69.6%-36.9pp |
| Annual return | -11.75% | -1.85%-9.9pp | 32.53%-44.3pp | 7.63%-19.4pp |
| Employer contribution / active EE | $102 | $1,115-90.9% | $1,961-94.8% | $2,381-95.7% |
| Participant deferral / active EE | $1,876 | $2,302-18.5% | $3,108-39.6% | $3,470-45.9% |
| Admin fee / account holder | $1,947 | $4,221-53.9% | $5,059-61.5% | $4,887-60.2% |