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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 | $21,161 | $59,834-64.6% | $79,576-73.4% | $68,495-69.1% |
| Participation rate | 40.6% | 61.1%-20.4pp | 69.5%-28.9pp | 67.9%-27.3pp |
| Annual return | -20.69% | -12.30%-8.4pp | 0.15%-20.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,708 | $3,024-10.5% | $3,985-32.0% | $4,028-32.8% |
| Admin fee / account holder | $800 | $4,835-83.4% | $6,834-88.3% | $5,403-85.2% |