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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 | $20,884 | $42,909-51.3% | $60,906-65.7% | $68,486-69.5% |
| Participation rate | 21.8% | 66.8%-45.0pp | 73.1%-51.3pp | 67.9%-46.1pp |
| Annual return | -18.97% | -13.99%-5.0pp | 16.94%-35.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,454 | $2,866-49.3% | $3,814-61.9% | $4,028-63.9% |
| Admin fee / account holder | $456 | $3,104-85.3% | $3,227-85.9% | $5,404-91.6% |