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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 | $18,699 | $46,360-59.7% | $147,617-87.3% | $52,331-64.3% |
| Participation rate | 28.0% | 64.9%-37.0pp | 84.6%-56.7pp | 68.1%-40.1pp |
| Annual return | -2.17% | 1.62%-3.8pp | 61.98%-64.2pp | 4.54%-6.7pp |
| Employer contribution / active EE | $65 | $2,126-96.9% | $5,564-98.8% | $1,882-96.5% |
| Participant deferral / active EE | $996 | $2,258-55.9% | $4,895-79.7% | $3,022-67.0% |
| Admin fee / account holder | $1,462 | $766+90.9% | $11,612-87.4% | $592+147.1% |