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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 | $24,999 | $45,872-45.5% | $77,100-67.6% | $68,490-63.5% |
| Participation rate | 8.5% | 55.9%-47.4pp | 67.9%-59.4pp | 67.9%-59.4pp |
| Annual return | -44.48% | 1.73%-46.2pp | 42.35%-86.8pp | -7.85%-36.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,422 | $2,963-52.0% | $4,430-67.9% | $4,028-64.7% |
| Admin fee / account holder | $5,082 | $3,041+67.1% | $5,443-6.6% | $5,403-5.9% |