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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 | $21,080 | $64,716-67.4% | $112,258-81.2% | $68,495-69.2% |
| Participation rate | 48.0% | 67.2%-19.2pp | 75.1%-27.1pp | 67.9%-19.9pp |
| Annual return | -21.14% | -11.40%-9.7pp | 27.47%-48.6pp | -7.84%-13.3pp |
| Employer contribution / active EE | $617 | $2,746-77.5% | $3,636-83.0% | $2,596-76.2% |
| Participant deferral / active EE | $2,007 | $3,565-43.7% | $4,728-57.6% | $4,028-50.2% |
| Admin fee / account holder | $338 | $5,232-93.5% | $6,411-94.7% | $5,403-93.7% |