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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 | $16,460 | $76,407-78.5% | $150,298-89.0% | $82,448-80.0% |
| Participation rate | 25.0% | 66.4%-41.4pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | -3.95% | 39.99%-43.9pp | 62.79%-66.7pp | 41.64%-45.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,311 | $3,214-59.2% | $5,453-75.9% | $4,139-68.3% |
| Admin fee / account holder | $2,201 | $6,352-65.3% | $14,116-84.4% | $7,234-69.6% |