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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 | $31,693 | $43,730-27.5% | $121,220-73.9% | $64,173-50.6% |
| Participation rate | 13.0% | 58.3%-45.4pp | 71.8%-58.8pp | 69.6%-56.6pp |
| Annual return | -9.13% | 68.94%-78.1pp | 16.94%-26.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $214 | $1,297-83.5% | $4,023-94.7% | $2,381-91.0% |
| Participant deferral / active EE | $1,110 | $2,281-51.3% | $3,345-66.8% | $3,470-68.0% |
| Admin fee / account holder | $2,421 | $3,502-30.9% | $5,021-51.8% | $4,887-50.5% |