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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 | $10,621 | $42,917-75.3% | $60,899-82.6% | $68,495-84.5% |
| Participation rate | 27.1% | 66.8%-39.7pp | 73.1%-46.0pp | 67.9%-40.8pp |
| Annual return | -24.44% | -13.99%-10.5pp | 16.92%-41.4pp | -7.84%-16.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,210 | $2,867-57.8% | $3,817-68.3% | $4,028-70.0% |
| Admin fee / account holder | $1,582 | $3,102-49.0% | $3,225-51.0% | $5,403-70.7% |