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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 | $23,991 | $35,183-31.8% | $73,550-67.4% | $70,126-65.8% |
| Participation rate | 23.3% | 42.9%-19.7pp | 54.9%-31.7pp | 69.5%-46.3pp |
| Annual return | -61.97% | 26.90%-88.9pp | -15.16%-46.8pp | 73.15%-135.1pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $517 | $1,220-57.6% | $1,804-71.3% | $3,332-84.5% |
| Admin fee / account holder | $489 | $2,302-78.8% | $2,320-78.9% | $4,645-89.5% |