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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 | $15,356 | $33,120-53.6% | $40,757-62.3% | $59,633-74.2% |
| Participation rate | 47.9% | 70.7%-22.8pp | 79.3%-31.4pp | 68.7%-20.8pp |
| Annual return | -2.90% | 1.43%-4.3pp | -0.50%-2.4pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $359 | $2,119-83.1% | $3,004-88.0% | $2,203-83.7% |
| Participant deferral / active EE | $756 | $2,513-69.9% | $3,485-78.3% | $3,192-76.3% |
| Admin fee / account holder | $2,807 | $2,449+14.6% | $4,272-34.3% | $4,297-34.7% |