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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 | $19,637 | $42,383-53.7% | $76,518-74.3% | $64,173-69.4% |
| Participation rate | 40.0% | 58.1%-18.1pp | 68.0%-28.0pp | 69.6%-29.6pp |
| Annual return | -10.11% | -16.54%+6.4pp | -0.27%-9.8pp | 7.63%-17.7pp |
| Employer contribution / active EE | $189 | $1,563-87.9% | $2,647-92.9% | $2,381-92.1% |
| Participant deferral / active EE | $1,112 | $2,566-56.7% | $3,836-71.0% | $3,470-67.9% |
| Admin fee / account holder | $510 | $3,198-84.1% | $4,849-89.5% | $4,887-89.6% |