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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 | $19,797 | $124,330-84.1% | $109,173-81.9% | $167,536-88.2% |
| Participation rate | 26.7% | 79.5%-52.8pp | 75.9%-49.2pp | 82.1%-55.4pp |
| Annual return | -3.90% | 26.04%-29.9pp | 25.75%-29.7pp | 478.82%-482.7pp |
| Employer contribution / active EE | $146 | $4,209-96.5% | $3,723-96.1% | $4,839-97.0% |
| Participant deferral / active EE | $3,021 | $5,256-42.5% | $4,654-35.1% | $6,342-52.4% |
| Admin fee / account holder | $1,850 | $7,974-76.8% | $6,755-72.6% | $12,315-85.0% |