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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 | $22,217 | $73,863-69.9% | $143,797-84.6% | $68,490-67.6% |
| Participation rate | 38.6% | 66.7%-28.1pp | 80.3%-41.7pp | 67.9%-29.3pp |
| Annual return | -39.64% | 0.91%-40.6pp | -0.04%-39.6pp | -7.85%-31.8pp |
| Employer contribution / active EE | $256 | $3,185-92.0% | $4,952-94.8% | $2,597-90.1% |
| Participant deferral / active EE | $1,666 | $3,385-50.8% | $5,638-70.5% | $4,028-58.6% |
| Admin fee / account holder | $1,253 | $5,756-78.2% | $14,679-91.5% | $5,403-76.8% |