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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 | $26,373 | $73,848-64.3% | $143,799-81.7% | $68,486-61.5% |
| Participation rate | 21.3% | 66.7%-45.3pp | 80.3%-59.0pp | 67.9%-46.6pp |
| Annual return | -19.79% | 0.91%-20.7pp | -0.04%-19.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $362 | $3,184-88.6% | $4,952-92.7% | $2,597-86.0% |
| Participant deferral / active EE | $1,904 | $3,385-43.7% | $5,638-66.2% | $4,028-52.7% |
| Admin fee / account holder | $408 | $5,755-92.9% | $14,677-97.2% | $5,404-92.4% |