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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 | $11,951 | $48,267-75.2% | $68,808-82.6% | $68,486-82.6% |
| Participation rate | 18.7% | 60.7%-42.0pp | 69.0%-50.3pp | 67.9%-49.2pp |
| Annual return | -19.71% | -12.70%-7.0pp | -6.37%-13.3pp | -7.85%-11.9pp |
| Employer contribution / active EE | $175 | $1,829-90.4% | $2,656-93.4% | $2,597-93.3% |
| Participant deferral / active EE | $1,028 | $2,867-64.1% | $3,942-73.9% | $4,028-74.5% |
| Admin fee / account holder | $1,043 | $4,362-76.1% | $4,936-78.9% | $5,404-80.7% |