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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 | $16,340 | $73,848-77.9% | $143,799-88.6% | $68,486-76.1% |
| Participation rate | 36.0% | 66.7%-30.7pp | 80.3%-44.3pp | 67.9%-31.9pp |
| Annual return | -21.67% | 0.91%-22.6pp | -0.04%-21.6pp | -7.85%-13.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,267 | $3,385-62.6% | $5,638-77.5% | $4,028-68.5% |
| Admin fee / account holder | $1,211 | $5,755-79.0% | $14,677-91.8% | $5,404-77.6% |