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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 | $14,471 | $65,092-77.8% | $143,799-89.9% | $66,938-78.4% |
| Participation rate | 25.0% | 65.2%-40.2pp | 80.3%-55.3pp | 69.8%-44.8pp |
| Annual return | -20.44% | -11.14%-9.3pp | -0.04%-20.4pp | 1.58%-22.0pp |
| Employer contribution / active EE | $358 | $2,362-84.9% | $4,952-92.8% | $2,545-86.0% |
| Participant deferral / active EE | $966 | $2,920-66.9% | $5,638-82.9% | $4,238-77.2% |
| Admin fee / account holder | $1,915 | $502+281.1% | $14,677-87.0% | $594+222.6% |