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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 | $27,609 | $81,258-66.0% | $105,218-73.8% | $59,633-53.7% |
| Participation rate | 32.5% | 75.4%-42.9pp | 77.2%-44.7pp | 68.7%-36.2pp |
| Annual return | -2.95% | 1.96%-4.9pp | 5.33%-8.3pp | 2041.40%-2044.4pp |
| Employer contribution / active EE | $135 | $2,562-94.7% | $3,255-95.8% | $2,203-93.9% |
| Participant deferral / active EE | $1,739 | $3,881-55.2% | $4,867-64.3% | $3,192-45.5% |
| Admin fee / account holder | $431 | $5,841-92.6% | $6,992-93.8% | $4,297-90.0% |