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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 | $18,189 | $53,162-65.8% | $91,225-80.1% | $68,486-73.4% |
| Participation rate | 32.1% | 63.2%-31.1pp | 73.2%-41.1pp | 67.9%-35.8pp |
| Annual return | -20.47% | -3.14%-17.3pp | 114.12%-134.6pp | -7.85%-12.6pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,760 | $2,974-40.8% | $4,233-58.4% | $4,028-56.3% |
| Admin fee / account holder | $2,302 | $4,493-48.8% | $5,422-57.6% | $5,404-57.4% |