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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 | $18,608 | $73,863-74.8% | $143,797-87.1% | $68,490-72.8% |
| Participation rate | 41.9% | 66.7%-24.8pp | 80.3%-38.5pp | 67.9%-26.0pp |
| Annual return | -22.24% | 0.91%-23.2pp | -0.04%-22.2pp | -7.85%-14.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,697 | $3,385-49.9% | $5,638-69.9% | $4,028-57.9% |
| Admin fee / account holder | $703 | $5,756-87.8% | $14,679-95.2% | $5,403-87.0% |