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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 | $30,814 | $45,283-32.0% | $155,789-80.2% | $52,331-41.1% |
| Participation rate | 21.9% | 62.2%-40.3pp | 76.1%-54.2pp | 68.1%-46.2pp |
| Annual return | -3.81% | 1.80%-5.6pp | 71.54%-75.3pp | 4.54%-8.4pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,267 | $2,854-55.6% | $4,798-73.6% | $3,022-58.1% |
| Admin fee / account holder | $832 | $981-15.2% | $7,477-88.9% | $592+40.6% |