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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 | $22,883 | $46,697-51.0% | $117,529-80.5% | $68,490-66.6% |
| Participation rate | 30.2% | 56.8%-26.6pp | 70.6%-40.4pp | 67.9%-37.7pp |
| Annual return | -19.39% | -14.52%-4.9pp | 29.77%-49.2pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,047 | $2,637-60.3% | $4,072-74.3% | $4,028-74.0% |
| Admin fee / account holder | $2,671 | $4,023-33.6% | $5,645-52.7% | $5,403-50.6% |