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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 | $20,209 | $68,852-70.6% | $120,524-83.2% | $80,925-75.0% |
| Participation rate | 17.0% | 61.6%-44.6pp | 71.9%-54.9pp | 67.7%-50.6pp |
| Annual return | -10.67% | 23.67%-34.3pp | 107.36%-118.0pp | 35.65%-46.3pp |
| Employer contribution / active EE | $481 | $2,063-76.7% | $3,469-86.1% | $2,756-82.5% |
| Participant deferral / active EE | $1,299 | $3,187-59.2% | $4,994-74.0% | $4,299-69.8% |
| Admin fee / account holder | $913 | $5,781-84.2% | $9,440-90.3% | $6,940-86.8% |