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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 | $20,783 | $56,894-63.5% | $84,753-75.5% | $62,881-66.9% |
| Participation rate | 14.8% | 68.5%-53.7pp | 76.6%-61.8pp | 69.3%-54.5pp |
| Annual return | -10.89% | 6.30%-17.2pp | 22.78%-33.7pp | 20.14%-31.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,140 | $2,709-57.9% | $3,712-69.3% | $3,203-64.4% |
| Admin fee / account holder | $2,257 | $3,581-37.0% | $5,333-57.7% | $4,296-47.5% |