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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 | $28,885 | $54,370-46.9% | $82,763-65.1% | $68,490-57.8% |
| Participation rate | 30.0% | 63.9%-33.9pp | 72.6%-42.6pp | 67.9%-37.9pp |
| Annual return | -19.60% | -13.67%-5.9pp | 702.45%-722.1pp | -7.85%-11.7pp |
| Employer contribution / active EE | $209 | $2,219-90.6% | $3,008-93.1% | $2,597-92.0% |
| Participant deferral / active EE | $1,344 | $3,247-58.6% | $4,395-69.4% | $4,028-66.6% |
| Admin fee / account holder | $722 | $4,398-83.6% | $5,325-86.4% | $5,403-86.6% |