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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 | $11,387 | $81,331-86.0% | $155,534-92.7% | $80,935-85.9% |
| Participation rate | 21.9% | 66.3%-44.4pp | 78.2%-56.3pp | 67.7%-45.8pp |
| Annual return | -16.64% | 33.37%-50.0pp | 64.92%-81.6pp | 35.66%-52.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $912 | $3,454-73.6% | $5,630-83.8% | $4,299-78.8% |
| Admin fee / account holder | $2,307 | $7,999-71.2% | $15,900-85.5% | $6,924-66.7% |