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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 | $20,696 | $71,215-70.9% | $93,696-77.9% | $80,935-74.4% |
| Participation rate | 28.3% | 60.4%-32.1pp | 68.7%-40.4pp | 67.7%-39.3pp |
| Annual return | -6.81% | 11.27%-18.1pp | 133.74%-140.6pp | 35.66%-42.5pp |
| Employer contribution / active EE | $350 | $1,565-77.6% | $2,422-85.5% | $2,757-87.3% |
| Participant deferral / active EE | $2,522 | $4,037-37.5% | $4,417-42.9% | $4,299-41.3% |
| Admin fee / account holder | $2,945 | $6,958-57.7% | $8,287-64.5% | $6,924-57.5% |