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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 | $29,355 | $71,208-58.8% | $93,681-68.7% | $80,911-63.7% |
| Participation rate | 20.0% | 60.4%-40.4pp | 68.7%-48.7pp | 67.6%-47.6pp |
| Annual return | 9.01% | 11.27%-2.3pp | 133.47%-124.5pp | 35.63%-26.6pp |
| Employer contribution / active EE | $110 | $1,564-93.0% | $2,422-95.4% | $2,756-96.0% |
| Participant deferral / active EE | $2,149 | $4,035-46.7% | $4,415-51.3% | $4,297-50.0% |
| Admin fee / account holder | $156,649 | $6,951+2153.7% | $8,290+1789.6% | $6,935+2158.9% |