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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 | $20,591 | $64,719-68.2% | $112,249-81.7% | $68,486-69.9% |
| Participation rate | 27.7% | 67.2%-39.5pp | 75.1%-47.4pp | 67.9%-40.2pp |
| Annual return | -25.05% | -11.40%-13.6pp | 27.48%-52.5pp | -7.85%-17.2pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,513 | $3,565-29.5% | $4,729-46.9% | $4,028-37.6% |
| Admin fee / account holder | $1,768 | $5,232-66.2% | $6,412-72.4% | $5,404-67.3% |