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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 | $20,912 | $73,863-71.7% | $143,797-85.5% | $68,490-69.5% |
| Participation rate | 16.0% | 66.7%-50.7pp | 80.3%-64.3pp | 67.9%-51.9pp |
| Annual return | -28.52% | 0.91%-29.4pp | -0.04%-28.5pp | -7.85%-20.7pp |
| Employer contribution / active EE | $176 | $3,185-94.5% | $4,952-96.4% | $2,597-93.2% |
| Participant deferral / active EE | $998 | $3,385-70.5% | $5,638-82.3% | $4,028-75.2% |
| Admin fee / account holder | $2,091 | $5,756-63.7% | $14,679-85.8% | $5,403-61.3% |