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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 | $21,208 | $73,848-71.3% | $143,799-85.3% | $68,486-69.0% |
| Participation rate | 37.3% | 66.7%-29.3pp | 80.3%-43.0pp | 67.9%-30.6pp |
| Annual return | -28.77% | 0.91%-29.7pp | -0.04%-28.7pp | -7.85%-20.9pp |
| Employer contribution / active EE | $236 | $3,184-92.6% | $4,952-95.2% | $2,597-90.9% |
| Participant deferral / active EE | $944 | $3,385-72.1% | $5,638-83.3% | $4,028-76.6% |
| Admin fee / account holder | $7,240 | $5,755+25.8% | $14,677-50.7% | $5,404+34.0% |