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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 | $25,190 | $73,839-65.9% | $143,788-82.5% | $68,495-63.2% |
| Participation rate | 41.8% | 66.7%-24.8pp | 80.3%-38.5pp | 67.9%-26.1pp |
| Annual return | -21.97% | 1.01%-23.0pp | -0.03%-21.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $9 | $3,184-99.7% | $4,952-99.8% | $2,596-99.7% |
| Participant deferral / active EE | $2,422 | $3,384-28.4% | $5,638-57.0% | $4,028-39.9% |
| Admin fee / account holder | $1,153 | $5,755-80.0% | $14,675-92.1% | $5,403-78.7% |