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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 | $13,416 | $73,848-81.8% | $143,799-90.7% | $68,486-80.4% |
| Participation rate | 44.8% | 66.7%-21.8pp | 80.3%-35.5pp | 67.9%-23.1pp |
| Annual return | -20.84% | 0.91%-21.8pp | -0.04%-20.8pp | -7.85%-13.0pp |
| Employer contribution / active EE | $221 | $3,184-93.0% | $4,952-95.5% | $2,597-91.5% |
| Participant deferral / active EE | $1,363 | $3,385-59.7% | $5,638-75.8% | $4,028-66.2% |
| Admin fee / account holder | $1,628 | $5,755-71.7% | $14,677-88.9% | $5,404-69.9% |