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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 | $27,455 | $32,037-14.3% | $69,182-60.3% | $62,881-56.3% |
| Participation rate | 16.7% | 43.4%-26.8pp | 55.1%-38.4pp | 69.3%-52.6pp |
| Annual return | 4.36% | 15.16%-10.8pp | -21.93%+26.3pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $467 | $1,185-60.6% | $1,897-75.4% | $3,203-85.4% |
| Admin fee / account holder | $7,670 | $2,608+194.1% | $2,697+184.4% | $4,296+78.5% |