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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 | $35,226 | $45,872-23.2% | $77,096-54.3% | $68,486-48.6% |
| Participation rate | 11.1% | 55.9%-44.8pp | 67.9%-56.8pp | 67.9%-56.8pp |
| Annual return | -29.28% | 1.73%-31.0pp | 42.35%-71.6pp | -7.85%-21.4pp |
| Employer contribution / active EE | $154 | $1,650-90.7% | $2,814-94.5% | $2,597-94.1% |
| Participant deferral / active EE | $1,067 | $2,963-64.0% | $4,429-75.9% | $4,028-73.5% |
| Admin fee / account holder | $5,649 | $3,041+85.8% | $5,428+4.1% | $5,404+4.5% |