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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 | $16,783 | $46,360-63.8% | $147,617-88.6% | $52,331-67.9% |
| Participation rate | 29.0% | 64.9%-35.9pp | 84.6%-55.6pp | 68.1%-39.1pp |
| Annual return | -5.69% | 1.62%-7.3pp | 61.98%-67.7pp | 4.54%-10.2pp |
| Employer contribution / active EE | $110 | $2,126-94.8% | $5,564-98.0% | $1,882-94.1% |
| Participant deferral / active EE | $936 | $2,258-58.5% | $4,895-80.9% | $3,022-69.0% |
| Admin fee / account holder | $3,294 | $766+330.2% | $11,612-71.6% | $592+456.9% |