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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 | $18,858 | $49,177-61.7% | $79,467-76.3% | $64,173-70.6% |
| Participation rate | 19.2% | 65.0%-45.8pp | 73.3%-54.1pp | 69.6%-50.3pp |
| Annual return | -10.08% | -1.16%-8.9pp | 718.30%-728.4pp | 7.63%-17.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,066 | $2,821-26.8% | $3,704-44.2% | $3,470-40.5% |
| Admin fee / account holder | $743 | $3,839-80.6% | $5,104-85.4% | $4,887-84.8% |