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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 | $18,338 | $41,377-55.7% | $109,313-83.2% | $62,881-70.8% |
| Participation rate | 57.4% | 57.5%-0.2pp | 71.3%-13.9pp | 69.3%-12.0pp |
| Annual return | -2.27% | 11.05%-13.3pp | 22.07%-24.3pp | 20.14%-22.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,769 | $2,045-13.5% | $3,166-44.1% | $3,203-44.8% |
| Admin fee / account holder | $4,685 | $2,884+62.5% | $5,666-17.3% | $4,296+9.1% |