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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 | $12,079 | $73,848-83.6% | $143,799-91.6% | $68,486-82.4% |
| Participation rate | 29.3% | 66.7%-37.3pp | 80.3%-51.0pp | 67.9%-38.6pp |
| Annual return | -31.12% | 0.91%-32.0pp | -0.04%-31.1pp | -7.85%-23.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,103 | $3,385-37.9% | $5,638-62.7% | $4,028-47.8% |
| Admin fee / account holder | $839 | $5,755-85.4% | $14,677-94.3% | $5,404-84.5% |