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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 | $12,562 | $42,383-70.4% | $76,518-83.6% | $64,173-80.4% |
| Participation rate | 23.1% | 58.1%-35.1pp | 68.0%-44.9pp | 69.6%-46.5pp |
| Annual return | -29.00% | -16.54%-12.5pp | -0.27%-28.7pp | 7.63%-36.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,884 | $2,566-26.6% | $3,836-50.9% | $3,470-45.7% |
| Admin fee / account holder | $5,599 | $3,198+75.1% | $4,849+15.5% | $4,887+14.6% |