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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 | $28,445 | $71,197-60.0% | $93,669-69.6% | $80,925-64.9% |
| Participation rate | 39.5% | 60.4%-20.9pp | 68.7%-29.2pp | 67.7%-28.2pp |
| Annual return | 5.17% | 11.27%-6.1pp | 133.59%-128.4pp | 35.65%-30.5pp |
| Employer contribution / active EE | $22 | $1,565-98.6% | $2,424-99.1% | $2,756-99.2% |
| Participant deferral / active EE | $2,169 | $4,036-46.3% | $4,416-50.9% | $4,299-49.5% |
| Admin fee / account holder | $2,946 | $6,959-57.7% | $8,291-64.5% | $6,940-57.6% |