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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 | $22,986 | $45,152-49.1% | $73,836-68.9% | $59,633-61.5% |
| Participation rate | 42.9% | 64.0%-21.2pp | 73.4%-30.6pp | 68.7%-25.8pp |
| Annual return | -4.14% | 27.40%-31.5pp | 2268.06%-2272.2pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $121 | $1,901-93.6% | $2,787-95.7% | $2,203-94.5% |
| Participant deferral / active EE | $992 | $2,573-61.4% | $3,583-72.3% | $3,192-68.9% |
| Admin fee / account holder | $1,307 | $3,515-62.8% | $4,882-73.2% | $4,297-69.6% |