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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 | $25,440 | $49,280-48.4% | $67,313-62.2% | $64,181-60.4% |
| Participation rate | 59.7% | 60.8%-1.0pp | 69.1%-9.3pp | 69.6%-9.8pp |
| Annual return | -10.56% | -1.39%-9.2pp | -4.08%-6.5pp | 7.63%-18.2pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,514 | $2,484-39.0% | $3,568-57.6% | $3,470-56.4% |
| Admin fee / account holder | $632 | $3,863-83.6% | $4,507-86.0% | $4,887-87.1% |