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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 | $15,923 | $42,917-62.9% | $60,899-73.9% | $68,495-76.8% |
| Participation rate | 36.4% | 66.8%-30.4pp | 73.1%-36.7pp | 67.9%-31.5pp |
| Annual return | -20.23% | -13.99%-6.2pp | 16.92%-37.1pp | -7.84%-12.4pp |
| Employer contribution / active EE | $26 | $1,979-98.7% | $2,702-99.0% | $2,596-99.0% |
| Participant deferral / active EE | $4,431 | $2,867+54.6% | $3,817+16.1% | $4,028+10.0% |
| Admin fee / account holder | $6,705 | $3,102+116.1% | $3,225+107.9% | $5,403+24.1% |