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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 | $17,493 | $99,345-82.4% | $84,753-79.4% | $273,972-93.6% |
| Participation rate | 30.0% | 80.7%-50.7pp | 76.6%-46.6pp | 83.0%-53.0pp |
| Annual return | -6.06% | 22.93%-29.0pp | 22.78%-28.8pp | 41.46%-47.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,164 | $4,270-49.3% | $3,712-41.7% | $5,287-59.1% |
| Admin fee / account holder | $1,875 | $6,645-71.8% | $5,333-64.8% | $10,133-81.5% |