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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 | $16,592 | $49,280-66.3% | $67,313-75.4% | $64,181-74.1% |
| Participation rate | 41.3% | 60.8%-19.5pp | 69.1%-27.8pp | 69.6%-28.3pp |
| Annual return | -9.66% | -1.39%-8.3pp | -4.08%-5.6pp | 7.63%-17.3pp |
| Employer contribution / active EE | $103 | $1,668-93.9% | $2,566-96.0% | $2,381-95.7% |
| Participant deferral / active EE | $1,278 | $2,484-48.6% | $3,568-64.2% | $3,470-63.2% |
| Admin fee / account holder | $2,259 | $3,863-41.5% | $4,507-49.9% | $4,887-53.8% |