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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 | $8,673 | $45,872-81.1% | $77,081-88.7% | $68,495-87.3% |
| Participation rate | 64.6% | 55.9%+8.7pp | 67.9%-3.3pp | 67.9%-3.3pp |
| Annual return | -21.16% | 1.73%-22.9pp | 42.33%-63.5pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,046 | $2,963+104.1% | $4,428+36.6% | $4,028+50.1% |
| Admin fee / account holder | $4,237 | $3,041+39.3% | $5,427-21.9% | $5,403-21.6% |