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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 | $10,396 | $73,863-85.9% | $143,797-92.8% | $68,490-84.8% |
| Participation rate | 35.7% | 66.7%-31.0pp | 80.3%-44.6pp | 67.9%-32.2pp |
| Annual return | -20.32% | 0.91%-21.2pp | -0.04%-20.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,807 | $3,385-46.6% | $5,638-68.0% | $4,028-55.1% |
| Admin fee / account holder | $1,005 | $5,756-82.5% | $14,679-93.2% | $5,403-81.4% |