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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 | $15,245 | $84,236-81.9% | $170,435-91.1% | $70,126-78.3% |
| Participation rate | 24.6% | 70.8%-46.3pp | 83.6%-59.0pp | 69.5%-45.0pp |
| Annual return | -3.02% | 23.06%-26.1pp | 205.94%-209.0pp | 73.15%-76.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,826 | $3,086-40.8% | $4,939-63.0% | $3,332-45.2% |
| Admin fee / account holder | $990 | $5,698-82.6% | $13,881-92.9% | $4,645-78.7% |