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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 | $6,356 | $52,380-87.9% | $98,755-93.6% | $85,856-92.6% |
| Participation rate | 65.9% | 58.0%+7.9pp | 65.7%+0.2pp | 69.3%-3.4pp |
| Annual return | -0.80% | 25.82%-26.6pp | 49.91%-50.7pp | 318.58%-319.4pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,067-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,464 | $2,101+17.3% | $3,035-18.8% | $3,952-37.7% |
| Admin fee / account holder | $344 | $3,865-91.1% | $4,076-91.6% | $6,261-94.5% |