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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 | $11,058 | $54,355-79.7% | $82,744-86.6% | $68,486-83.9% |
| Participation rate | 23.9% | 63.9%-40.0pp | 72.6%-48.6pp | 67.9%-43.9pp |
| Annual return | -21.28% | -13.67%-7.6pp | 702.22%-723.5pp | -7.85%-13.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,136 | $3,246-65.0% | $4,395-74.2% | $4,028-71.8% |
| Admin fee / account holder | $536 | $4,397-87.8% | $5,325-89.9% | $5,404-90.1% |