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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 | $11,415 | $53,162-78.5% | $91,225-87.5% | $68,486-83.3% |
| Participation rate | 48.9% | 63.2%-14.3pp | 73.2%-24.3pp | 67.9%-19.0pp |
| Annual return | -20.87% | -3.14%-17.7pp | 114.12%-135.0pp | -7.85%-13.0pp |
| Employer contribution / active EE | $114 | $1,709-93.3% | $2,851-96.0% | $2,597-95.6% |
| Participant deferral / active EE | $2,166 | $2,974-27.2% | $4,233-48.8% | $4,028-46.2% |
| Admin fee / account holder | $689 | $4,493-84.7% | $5,422-87.3% | $5,404-87.2% |