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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 | $40,062 | $73,863-45.8% | $143,797-72.1% | $68,490-41.5% |
| Participation rate | 17.2% | 66.7%-49.5pp | 80.3%-63.1pp | 67.9%-50.7pp |
| Annual return | -20.56% | 0.91%-21.5pp | -0.04%-20.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $274 | $3,185-91.4% | $4,952-94.5% | $2,597-89.5% |
| Participant deferral / active EE | $1,087 | $3,385-67.9% | $5,638-80.7% | $4,028-73.0% |
| Admin fee / account holder | $20,491 | $5,756+256.0% | $14,679+39.6% | $5,403+279.3% |