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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 | $22,739 | $73,848-69.2% | $143,799-84.2% | $68,486-66.8% |
| Participation rate | 30.9% | 66.7%-35.8pp | 80.3%-49.4pp | 67.9%-37.0pp |
| Annual return | -19.72% | 0.91%-20.6pp | -0.04%-19.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,184 | $3,385-65.0% | $5,638-79.0% | $4,028-70.6% |
| Admin fee / account holder | $6,176 | $5,755+7.3% | $14,677-57.9% | $5,404+14.3% |