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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 | $26,520 | $215,361-87.7% | $171,082-84.5% | $273,972-90.3% |
| Participation rate | 25.0% | 82.0%-57.0pp | 76.7%-51.7pp | 83.0%-58.0pp |
| Annual return | -7.77% | 25.14%-32.9pp | 32.56%-40.3pp | 41.46%-49.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,234 | $5,543-77.7% | $4,797-74.3% | $5,287-76.7% |
| Admin fee / account holder | $2,404 | $10,846-77.8% | $8,520-71.8% | $10,133-76.3% |