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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 | $10,572 | $42,910-75.4% | $60,919-82.6% | $68,490-84.6% |
| Participation rate | 54.5% | 66.8%-12.2pp | 73.1%-18.6pp | 67.9%-13.4pp |
| Annual return | -23.85% | -13.99%-9.9pp | 16.96%-40.8pp | -7.85%-16.0pp |
| Employer contribution / active EE | $321 | $1,978-83.8% | $2,704-88.1% | $2,597-87.6% |
| Participant deferral / active EE | $1,099 | $2,866-61.7% | $3,814-71.2% | $4,028-72.7% |
| Admin fee / account holder | $2,105 | $3,104-32.2% | $3,228-34.8% | $5,403-61.0% |