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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 | $19,937 | $73,839-73.0% | $143,788-86.1% | $68,495-70.9% |
| Participation rate | 21.9% | 66.7%-44.8pp | 80.3%-58.4pp | 67.9%-46.0pp |
| Annual return | -33.83% | 1.01%-34.8pp | -0.03%-33.8pp | -7.84%-26.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,643 | $3,384-51.4% | $5,638-70.9% | $4,028-59.2% |
| Admin fee / account holder | $5,588 | $5,755-2.9% | $14,675-61.9% | $5,403+3.4% |