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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 | $23,351 | $73,839-68.4% | $143,788-83.8% | $68,495-65.9% |
| Participation rate | 35.9% | 66.7%-30.8pp | 80.3%-44.4pp | 67.9%-32.0pp |
| Annual return | -23.25% | 1.01%-24.3pp | -0.03%-23.2pp | -7.84%-15.4pp |
| Employer contribution / active EE | $99 | $3,184-96.9% | $4,952-98.0% | $2,596-96.2% |
| Participant deferral / active EE | $2,410 | $3,384-28.8% | $5,638-57.3% | $4,028-40.2% |
| Admin fee / account holder | $528 | $5,755-90.8% | $14,675-96.4% | $5,403-90.2% |