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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 | $15,346 | $27,632-44.5% | $61,399-75.0% | $68,495-77.6% |
| Participation rate | 40.0% | 39.5%+0.5pp | 52.6%-12.6pp | 67.9%-27.9pp |
| Annual return | -21.99% | -13.24%-8.7pp | 338.81%-360.8pp | -7.84%-14.1pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,313 | $1,264+3.9% | $2,124-38.2% | $4,028-67.4% |
| Admin fee / account holder | $344 | $2,010-82.9% | $2,131-83.9% | $5,403-93.6% |