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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 | $26,007 | $64,716-59.8% | $112,258-76.8% | $68,495-62.0% |
| Participation rate | 37.8% | 67.2%-29.4pp | 75.1%-37.3pp | 67.9%-30.1pp |
| Annual return | -22.89% | -11.40%-11.5pp | 27.47%-50.4pp | -7.84%-15.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,987 | $3,565-44.3% | $4,728-58.0% | $4,028-50.7% |
| Admin fee / account holder | $8,709 | $5,232+66.5% | $6,411+35.8% | $5,403+61.2% |