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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 | $12,458 | $43,075-71.1% | $74,577-83.3% | $62,881-80.2% |
| Participation rate | 16.1% | 58.1%-41.9pp | 68.1%-52.0pp | 69.3%-53.2pp |
| Annual return | -0.40% | 17.50%-17.9pp | 20.47%-20.9pp | 20.14%-20.5pp |
| Employer contribution / active EE | $167 | $1,498-88.8% | $2,525-93.4% | $2,281-92.7% |
| Participant deferral / active EE | $1,441 | $2,389-39.7% | $3,458-58.3% | $3,203-55.0% |
| Admin fee / account holder | $23,521 | $2,840+728.2% | $4,138+468.4% | $4,296+447.5% |