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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 | $13,428 | $42,383-68.3% | $76,518-82.5% | $64,173-79.1% |
| Participation rate | 21.4% | 58.1%-36.7pp | 68.0%-46.6pp | 69.6%-48.1pp |
| Annual return | -10.97% | -16.54%+5.6pp | -0.27%-10.7pp | 7.63%-18.6pp |
| Employer contribution / active EE | $152 | $1,563-90.3% | $2,647-94.3% | $2,381-93.6% |
| Participant deferral / active EE | $870 | $2,566-66.1% | $3,836-77.3% | $3,470-74.9% |
| Admin fee / account holder | $1,460 | $3,198-54.3% | $4,849-69.9% | $4,887-70.1% |