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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 | $16,308 | $48,264-66.2% | $68,790-76.3% | $68,498-76.2% |
| Participation rate | 42.9% | 60.7%-17.8pp | 69.0%-26.2pp | 67.9%-25.0pp |
| Annual return | -23.39% | -12.70%-10.7pp | -6.38%-17.0pp | -7.84%-15.5pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,014 | $2,867-29.8% | $3,941-48.9% | $4,027-50.0% |
| Admin fee / account holder | $1,355 | $4,360-68.9% | $4,934-72.5% | $5,403-74.9% |