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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 | $31,003 | $93,346-66.8% | $71,796-56.8% | $273,972-88.7% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | -9.27% | 130.39%-139.7pp | 78.04%-87.3pp | 41.46%-50.7pp |
| Employer contribution / active EE | $167 | $2,733-93.9% | $1,924-91.3% | $4,869-96.6% |
| Participant deferral / active EE | $1,105 | $3,475-68.2% | $2,794-60.4% | $5,287-79.1% |
| Admin fee / account holder | $8,020 | $6,571+22.1% | $4,815+66.6% | $10,133-20.8% |