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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 | $20,901 | $46,360-54.9% | $147,617-85.8% | $52,331-60.1% |
| Participation rate | 36.6% | 64.9%-28.3pp | 84.6%-48.0pp | 68.1%-31.5pp |
| Annual return | -2.42% | 1.62%-4.0pp | 61.98%-64.4pp | 4.54%-7.0pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,641 | $2,258-27.3% | $4,895-66.5% | $3,022-45.7% |
| Admin fee / account holder | $389 | $766-49.2% | $11,612-96.6% | $592-34.2% |