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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 | $26,764 | $73,848-63.8% | $143,799-81.4% | $68,486-60.9% |
| Participation rate | 19.0% | 66.7%-47.6pp | 80.3%-61.3pp | 67.9%-48.8pp |
| Annual return | -22.18% | 0.91%-23.1pp | -0.04%-22.1pp | -7.85%-14.3pp |
| Employer contribution / active EE | $367 | $3,184-88.5% | $4,952-92.6% | $2,597-85.9% |
| Participant deferral / active EE | $1,185 | $3,385-65.0% | $5,638-79.0% | $4,028-70.6% |
| Admin fee / account holder | $1,275 | $5,755-77.9% | $14,677-91.3% | $5,404-76.4% |