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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 | $33,020 | $34,316-3.8% | $74,722-55.8% | $72,975-54.8% |
| Participation rate | 12.2% | 42.4%-30.2pp | 54.5%-42.3pp | 69.5%-57.3pp |
| Annual return | 13.06% | 26.58%-13.5pp | 753.11%-740.1pp | 81.01%-67.9pp |
| Employer contribution / active EE | $109 | $692-84.3% | $1,084-90.0% | $2,440-95.5% |
| Participant deferral / active EE | $591 | $1,272-53.5% | $1,963-69.9% | $3,608-83.6% |
| Admin fee / account holder | $16,931 | $2,125+696.9% | $3,335+407.7% | $5,124+230.4% |