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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 | $13,690 | $56,063-75.6% | $76,051-82.0% | $80,911-83.1% |
| Participation rate | 18.9% | 62.0%-43.1pp | 69.1%-50.2pp | 67.6%-48.7pp |
| Annual return | -7.30% | 20.54%-27.8pp | 360.42%-367.7pp | 35.63%-42.9pp |
| Employer contribution / active EE | $260 | $1,874-86.1% | $2,690-90.3% | $2,756-90.6% |
| Participant deferral / active EE | $1,095 | $3,052-64.1% | $4,257-74.3% | $4,297-74.5% |
| Admin fee / account holder | $2,216 | $5,240-57.7% | $6,416-65.5% | $6,935-68.0% |