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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 | $7,379 | $27,632-73.3% | $61,452-88.0% | $68,486-89.2% |
| Participation rate | 32.9% | 39.5%-6.6pp | 52.6%-19.7pp | 67.9%-35.0pp |
| Annual return | -24.87% | -13.24%-11.6pp | 338.96%-363.8pp | -7.85%-17.0pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,661 | $1,264+31.5% | $2,125-21.8% | $4,028-58.7% |
| Admin fee / account holder | $2,338 | $2,010+16.3% | $2,131+9.7% | $5,404-56.7% |