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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 | $9,124 | $48,267-81.1% | $68,808-86.7% | $68,486-86.7% |
| Participation rate | 16.5% | 60.7%-44.2pp | 69.0%-52.5pp | 67.9%-51.4pp |
| Annual return | -22.08% | -12.70%-9.4pp | -6.37%-15.7pp | -7.85%-14.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,217 | $2,867-57.5% | $3,942-69.1% | $4,028-69.8% |
| Admin fee / account holder | $1,515 | $4,362-65.3% | $4,936-69.3% | $5,404-72.0% |