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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 | $22,395 | $42,909-47.8% | $60,906-63.2% | $68,486-67.3% |
| Participation rate | 39.3% | 66.8%-27.5pp | 73.1%-33.8pp | 67.9%-28.6pp |
| Annual return | -30.11% | -13.99%-16.1pp | 16.94%-47.0pp | -7.85%-22.3pp |
| Employer contribution / active EE | $205 | $1,979-89.7% | $2,703-92.4% | $2,597-92.1% |
| Participant deferral / active EE | $895 | $2,866-68.8% | $3,814-76.5% | $4,028-77.8% |
| Admin fee / account holder | $1,932 | $3,104-37.7% | $3,227-40.1% | $5,404-64.2% |