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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 | $21,033 | $46,534-54.8% | $64,097-67.2% | $75,177-72.0% |
| Participation rate | 44.8% | 65.9%-21.1pp | 72.3%-27.5pp | 67.2%-22.4pp |
| Annual return | -27.58% | 26.07%-53.7pp | 33.75%-61.3pp | 160.75%-188.3pp |
| Employer contribution / active EE | $154 | $1,976-92.2% | $2,750-94.4% | $2,671-94.2% |
| Participant deferral / active EE | $1,065 | $2,835-62.4% | $3,881-72.6% | $4,126-74.2% |
| Admin fee / account holder | $437 | $2,957-85.2% | $3,070-85.8% | $5,651-92.3% |