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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 | $18,306 | $45,438-59.7% | $80,004-77.1% | $59,633-69.3% |
| Participation rate | 67.9% | 63.7%+4.1pp | 73.0%-5.2pp | 68.7%-0.8pp |
| Annual return | -2.76% | 5.10%-7.9pp | 7.63%-10.4pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,372 | $2,231-38.5% | $3,204-57.2% | $3,192-57.0% |
| Admin fee / account holder | $1,907 | $3,464-44.9% | $5,033-62.1% | $4,297-55.6% |