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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 | $10,685 | $42,383-74.8% | $76,518-86.0% | $64,173-83.3% |
| Participation rate | 41.5% | 58.1%-16.6pp | 68.0%-26.5pp | 69.6%-28.0pp |
| Annual return | -21.03% | -16.54%-4.5pp | -0.27%-20.8pp | 7.63%-28.7pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,696 | $2,566+44.0% | $3,836-3.6% | $3,470+6.5% |
| Admin fee / account holder | $1,906 | $3,198-40.4% | $4,849-60.7% | $4,887-61.0% |