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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 | $30,513 | $54,757-44.3% | $90,304-66.2% | $72,975-58.2% |
| Participation rate | 17.9% | 65.2%-47.2pp | 73.3%-55.3pp | 69.5%-51.5pp |
| Annual return | -0.59% | 30.63%-31.2pp | 78.13%-78.7pp | 81.01%-81.6pp |
| Employer contribution / active EE | $43 | $2,093-97.9% | $2,855-98.5% | $2,440-98.2% |
| Participant deferral / active EE | $1,080 | $2,887-62.6% | $3,885-72.2% | $3,608-70.1% |
| Admin fee / account holder | $34,619 | $3,973+771.3% | $5,354+546.6% | $5,124+575.6% |