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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 | $25,180 | $73,863-65.9% | $143,797-82.5% | $68,490-63.2% |
| Participation rate | 36.6% | 66.7%-30.0pp | 80.3%-43.7pp | 67.9%-31.3pp |
| Annual return | -20.23% | 0.91%-21.1pp | -0.04%-20.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,258 | $3,385-33.3% | $5,638-60.0% | $4,028-43.9% |
| Admin fee / account holder | $1,382 | $5,756-76.0% | $14,679-90.6% | $5,403-74.4% |