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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 | $19,347 | $52,678-63.3% | $75,784-74.5% | $59,633-67.6% |
| Participation rate | 43.2% | 67.2%-24.0pp | 75.8%-32.6pp | 68.7%-25.5pp |
| Annual return | -7.87% | 2.95%-10.8pp | 9.68%-17.6pp | 2041.45%-2049.3pp |
| Employer contribution / active EE | $136 | $2,193-93.8% | $3,323-95.9% | $2,203-93.8% |
| Participant deferral / active EE | $1,109 | $2,591-57.2% | $3,652-69.6% | $3,192-65.3% |
| Admin fee / account holder | $1,566 | $3,610-56.6% | $5,300-70.5% | $4,297-63.6% |