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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 | $19,894 | $38,969-48.9% | $109,313-81.8% | $55,167-63.9% |
| Participation rate | 30.6% | 58.2%-27.7pp | 71.3%-40.7pp | 69.0%-38.4pp |
| Annual return | -0.78% | 8.26%-9.0pp | 22.07%-22.9pp | 169.23%-170.0pp |
| Employer contribution / active EE | $179 | $1,227-85.4% | $3,892-95.4% | $1,963-90.9% |
| Participant deferral / active EE | $902 | $2,176-58.5% | $3,166-71.5% | $3,054-70.5% |
| Admin fee / account holder | $1,226 | $501+144.8% | $5,666-78.4% | $504+143.4% |