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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 | $10,661 | $73,839-85.6% | $143,788-92.6% | $68,495-84.4% |
| Participation rate | 22.7% | 66.7%-43.9pp | 80.3%-57.6pp | 67.9%-45.2pp |
| Annual return | -24.66% | 1.01%-25.7pp | -0.03%-24.6pp | -7.84%-16.8pp |
| Employer contribution / active EE | $200 | $3,184-93.7% | $4,952-96.0% | $2,596-92.3% |
| Participant deferral / active EE | $1,299 | $3,384-61.6% | $5,638-77.0% | $4,028-67.7% |
| Admin fee / account holder | $678 | $5,755-88.2% | $14,675-95.4% | $5,403-87.4% |