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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 | $32,411 | $73,863-56.1% | $143,797-77.5% | $68,490-52.7% |
| Participation rate | 24.3% | 66.7%-42.3pp | 80.3%-56.0pp | 67.9%-43.6pp |
| Annual return | -19.94% | 0.91%-20.9pp | -0.04%-19.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $222 | $3,185-93.0% | $4,952-95.5% | $2,597-91.4% |
| Participant deferral / active EE | $1,130 | $3,385-66.6% | $5,638-80.0% | $4,028-71.9% |
| Admin fee / account holder | $451 | $5,756-92.2% | $14,679-96.9% | $5,403-91.7% |