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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 | $25,829 | $54,380-52.5% | $68,509-62.3% | $59,633-56.7% |
| Participation rate | 21.4% | 70.2%-48.8pp | 74.7%-53.3pp | 68.7%-47.2pp |
| Annual return | -7.50% | 2.83%-10.3pp | 8.27%-15.8pp | 2041.45%-2048.9pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,226 | $2,643+22.0% | $3,382-4.6% | $3,192+1.1% |
| Admin fee / account holder | $6,626 | $3,885+70.5% | $5,275+25.6% | $4,297+54.2% |