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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 | $21,366 | $45,872-53.4% | $77,096-72.3% | $68,486-68.8% |
| Participation rate | 48.2% | 55.9%-7.7pp | 67.9%-19.7pp | 67.9%-19.7pp |
| Annual return | -22.39% | 1.73%-24.1pp | 42.35%-64.7pp | -7.85%-14.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $942 | $2,963-68.2% | $4,429-78.7% | $4,028-76.6% |
| Admin fee / account holder | $1,694 | $3,041-44.3% | $5,428-68.8% | $5,404-68.7% |