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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 | $25,223 | $42,396-40.5% | $67,313-62.5% | $56,289-55.2% |
| Participation rate | 25.7% | 61.0%-35.3pp | 69.1%-43.4pp | 69.9%-44.1pp |
| Annual return | -7.94% | -36.63%+28.7pp | -4.08%-3.9pp | -9.96%+2.0pp |
| Employer contribution / active EE | $145 | $1,414-89.7% | $2,566-94.3% | $2,111-93.1% |
| Participant deferral / active EE | $947 | $2,360-59.9% | $3,568-73.5% | $3,350-71.7% |
| Admin fee / account holder | $10,491 | $510+1958.6% | $4,507+132.8% | $521+1913.7% |