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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 | $20,764 | $59,813-65.3% | $79,580-73.9% | $68,486-69.7% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -25.75% | -12.30%-13.5pp | 0.15%-25.9pp | -7.85%-17.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,161 | $3,024+37.6% | $3,985+4.4% | $4,028+3.3% |
| Admin fee / account holder | $791 | $4,835-83.6% | $6,835-88.4% | $5,404-85.4% |