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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 | $31,140 | $75,832-58.9% | $147,617-78.9% | $59,633-47.8% |
| Participation rate | 23.1% | 71.6%-48.5pp | 84.6%-61.5pp | 68.7%-45.6pp |
| Annual return | -2.72% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $195 | $3,485-94.4% | $5,564-96.5% | $2,203-91.1% |
| Participant deferral / active EE | $991 | $3,131-68.4% | $4,895-79.8% | $3,192-69.0% |
| Admin fee / account holder | $1,438 | $5,986-76.0% | $11,612-87.6% | $4,297-66.5% |