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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 | $26,207 | $42,909-38.9% | $60,906-57.0% | $68,486-61.7% |
| Participation rate | 13.0% | 66.8%-53.8pp | 73.1%-60.1pp | 67.9%-54.9pp |
| Annual return | -19.10% | -13.99%-5.1pp | 16.94%-36.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,144 | $2,866-60.1% | $3,814-70.0% | $4,028-71.6% |
| Admin fee / account holder | $1,121 | $3,104-63.9% | $3,227-65.3% | $5,404-79.2% |