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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 | $13,815 | $42,383-67.4% | $76,518-81.9% | $64,173-78.5% |
| Participation rate | 19.6% | 58.1%-38.5pp | 68.0%-48.4pp | 69.6%-50.0pp |
| Annual return | -27.12% | -16.54%-10.6pp | -0.27%-26.8pp | 7.63%-34.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,060 | $2,566-58.7% | $3,836-72.4% | $3,470-69.4% |
| Admin fee / account holder | $4,126 | $3,198+29.0% | $4,849-14.9% | $4,887-15.6% |