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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 | $29,916 | $45,872-34.8% | $77,096-61.2% | $68,486-56.3% |
| Participation rate | 18.1% | 55.9%-37.8pp | 67.9%-49.8pp | 67.9%-49.8pp |
| Annual return | -28.03% | 1.73%-29.8pp | 42.35%-70.4pp | -7.85%-20.2pp |
| Employer contribution / active EE | $210 | $1,650-87.3% | $2,814-92.5% | $2,597-91.9% |
| Participant deferral / active EE | $1,218 | $2,963-58.9% | $4,429-72.5% | $4,028-69.8% |
| Admin fee / account holder | $4,109 | $3,041+35.1% | $5,428-24.3% | $5,404-24.0% |