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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 | $8,692 | $45,872-81.1% | $77,100-88.7% | $68,490-87.3% |
| Participation rate | 32.1% | 55.9%-23.8pp | 67.9%-35.8pp | 67.9%-35.8pp |
| Annual return | -37.82% | 1.73%-39.5pp | 42.35%-80.2pp | -7.85%-30.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,152 | $2,963-27.4% | $4,430-51.4% | $4,028-46.6% |
| Admin fee / account holder | $420 | $3,041-86.2% | $5,443-92.3% | $5,403-92.2% |