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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 | $14,172 | $81,331-82.6% | $155,534-90.9% | $80,935-82.5% |
| Participation rate | 17.4% | 66.3%-48.9pp | 78.2%-60.8pp | 67.7%-50.3pp |
| Annual return | -11.59% | 33.37%-45.0pp | 64.92%-76.5pp | 35.66%-47.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,099 | $3,454-68.2% | $5,630-80.5% | $4,299-74.4% |
| Admin fee / account holder | $2,191 | $7,999-72.6% | $15,900-86.2% | $6,924-68.4% |