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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 | $10,812 | $54,357-80.1% | $82,706-86.9% | $68,495-84.2% |
| Participation rate | 34.2% | 63.9%-29.7pp | 72.6%-38.3pp | 67.9%-33.6pp |
| Annual return | -21.52% | -13.67%-7.9pp | 701.76%-723.3pp | -7.84%-13.7pp |
| Employer contribution / active EE | $247 | $2,218-88.8% | $3,007-91.8% | $2,596-90.5% |
| Participant deferral / active EE | $1,599 | $3,246-50.8% | $4,394-63.6% | $4,028-60.3% |
| Admin fee / account holder | $1,033 | $4,396-76.5% | $5,329-80.6% | $5,403-80.9% |