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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 | $17,795 | $73,863-75.9% | $143,797-87.6% | $68,490-74.0% |
| Participation rate | 54.5% | 66.7%-12.1pp | 80.3%-25.8pp | 67.9%-13.4pp |
| Annual return | -22.01% | 0.91%-22.9pp | -0.04%-22.0pp | -7.85%-14.2pp |
| Employer contribution / active EE | $296 | $3,185-90.7% | $4,952-94.0% | $2,597-88.6% |
| Participant deferral / active EE | $1,327 | $3,385-60.8% | $5,638-76.5% | $4,028-67.1% |
| Admin fee / account holder | $2,151 | $5,756-62.6% | $14,679-85.3% | $5,403-60.2% |