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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 | $14,394 | $45,872-68.6% | $77,100-81.3% | $68,490-79.0% |
| Participation rate | 22.7% | 55.9%-33.2pp | 67.9%-45.2pp | 67.9%-45.2pp |
| Annual return | -24.52% | 1.73%-26.2pp | 42.35%-66.9pp | -7.85%-16.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,335 | $2,963+46.3% | $4,430-2.1% | $4,028+7.6% |
| Admin fee / account holder | $5,115 | $3,041+68.2% | $5,443-6.0% | $5,403-5.3% |