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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 | $39,495 | $70,002-43.6% | $115,038-65.7% | $52,331-24.5% |
| Participation rate | 16.0% | 72.1%-56.1pp | 81.4%-65.3pp | 68.1%-52.1pp |
| Annual return | -4.29% | 4.04%-8.3pp | 26.14%-30.4pp | 4.54%-8.8pp |
| Employer contribution / active EE | $285 | $2,715-89.5% | $4,608-93.8% | $1,882-84.8% |
| Participant deferral / active EE | $2,210 | $4,920-55.1% | $6,026-63.3% | $3,022-26.9% |
| Admin fee / account holder | $2,071 | $566+265.9% | $8,175-74.7% | $592+250.1% |