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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 | $17,076 | $29,319-41.8% | $52,425-67.4% | $82,448-79.3% |
| Participation rate | 22.2% | 46.9%-24.6pp | 55.6%-33.4pp | 68.1%-45.8pp |
| Annual return | -3.96% | 535.20%-539.2pp | 302.12%-306.1pp | 41.64%-45.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,641 | $1,171+40.1% | $1,790-8.4% | $4,139-60.4% |
| Admin fee / account holder | $1,343 | $1,962-31.5% | $2,495-46.2% | $7,234-81.4% |