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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 | $19,641 | $53,596-63.4% | $90,655-78.3% | $64,181-69.4% |
| Participation rate | 11.4% | 64.5%-53.1pp | 74.0%-62.6pp | 69.6%-58.1pp |
| Annual return | -20.06% | 4.41%-24.5pp | 1.89%-22.0pp | 7.63%-27.7pp |
| Employer contribution / active EE | $179 | $1,503-88.1% | $2,532-92.9% | $2,381-92.5% |
| Participant deferral / active EE | $1,184 | $2,459-51.8% | $3,425-65.4% | $3,470-65.9% |
| Admin fee / account holder | $469 | $3,868-87.9% | $4,994-90.6% | $4,887-90.4% |