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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 | $18,293 | $73,839-75.2% | $143,788-87.3% | $68,495-73.3% |
| Participation rate | 56.7% | 66.7%-10.0pp | 80.3%-23.6pp | 67.9%-11.2pp |
| Annual return | -24.39% | 1.01%-25.4pp | -0.03%-24.4pp | -7.84%-16.5pp |
| Employer contribution / active EE | $259 | $3,184-91.9% | $4,952-94.8% | $2,596-90.0% |
| Participant deferral / active EE | $2,867 | $3,384-15.3% | $5,638-49.2% | $4,028-28.8% |
| Admin fee / account holder | $1,682 | $5,755-70.8% | $14,675-88.5% | $5,403-68.9% |