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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 | $20,184 | $53,162-62.0% | $91,225-77.9% | $68,486-70.5% |
| Participation rate | 28.6% | 63.2%-34.6pp | 73.2%-44.6pp | 67.9%-39.3pp |
| Annual return | -25.55% | -3.14%-22.4pp | 114.12%-139.7pp | -7.85%-17.7pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,781 | $2,974+60.8% | $4,233+12.9% | $4,028+18.7% |
| Admin fee / account holder | $798 | $4,493-82.2% | $5,422-85.3% | $5,404-85.2% |