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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 | $17,363 | $57,119-69.6% | $85,187-79.6% | $80,935-78.5% |
| Participation rate | 18.2% | 56.4%-38.2pp | 67.5%-49.3pp | 67.7%-49.5pp |
| Annual return | -16.18% | 21.70%-37.9pp | 66.67%-82.8pp | 35.66%-51.8pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,210 | $3,115-61.1% | $4,525-73.2% | $4,299-71.8% |
| Admin fee / account holder | $4,250 | $4,990-14.8% | $6,162-31.0% | $6,924-38.6% |