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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 | $18,833 | $64,716-70.9% | $112,258-83.2% | $68,495-72.5% |
| Participation rate | 60.7% | 67.2%-6.5pp | 75.1%-14.4pp | 67.9%-7.2pp |
| Annual return | -20.00% | -11.40%-8.6pp | 27.47%-47.5pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,540 | $3,565-28.8% | $4,728-46.3% | $4,028-36.9% |
| Admin fee / account holder | $565 | $5,232-89.2% | $6,411-91.2% | $5,403-89.5% |