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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 | $21,642 | $59,819-63.8% | $79,583-72.8% | $68,490-68.4% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -21.64% | -12.30%-9.3pp | 0.16%-21.8pp | -7.85%-13.8pp |
| Employer contribution / active EE | $227 | $1,505-84.9% | $2,414-90.6% | $2,597-91.3% |
| Participant deferral / active EE | $2,564 | $3,025-15.2% | $3,986-35.7% | $4,028-36.3% |
| Admin fee / account holder | $7,231 | $4,835+49.6% | $6,835+5.8% | $5,403+33.8% |