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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 | $18,797 | $52,836-64.4% | $105,738-82.2% | $64,173-70.7% |
| Participation rate | 44.3% | 66.5%-22.3pp | 76.3%-32.1pp | 69.6%-25.3pp |
| Annual return | -15.21% | 14.30%-29.5pp | 6.27%-21.5pp | 7.63%-22.8pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,137 | $2,545-16.1% | $4,080-47.6% | $3,470-38.4% |
| Admin fee / account holder | $1,057 | $3,959-73.3% | $6,913-84.7% | $4,887-78.4% |