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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 | $13,431 | $73,848-81.8% | $143,799-90.7% | $68,486-80.4% |
| Participation rate | 31.7% | 66.7%-35.0pp | 80.3%-48.6pp | 67.9%-36.2pp |
| Annual return | -22.65% | 0.91%-23.6pp | -0.04%-22.6pp | -7.85%-14.8pp |
| Employer contribution / active EE | $27 | $3,184-99.2% | $4,952-99.5% | $2,597-99.0% |
| Participant deferral / active EE | $2,215 | $3,385-34.5% | $5,638-60.7% | $4,028-45.0% |
| Admin fee / account holder | $1,294 | $5,755-77.5% | $14,677-91.2% | $5,404-76.1% |