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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 | $12,114 | $73,863-83.6% | $143,797-91.6% | $68,490-82.3% |
| Participation rate | 13.1% | 66.7%-53.6pp | 80.3%-67.2pp | 67.9%-54.8pp |
| Annual return | -20.87% | 0.91%-21.8pp | -0.04%-20.8pp | -7.85%-13.0pp |
| Employer contribution / active EE | $316 | $3,185-90.1% | $4,952-93.6% | $2,597-87.8% |
| Participant deferral / active EE | $959 | $3,385-71.7% | $5,638-83.0% | $4,028-76.2% |
| Admin fee / account holder | $5,498 | $5,756-4.5% | $14,679-62.5% | $5,403+1.8% |