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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 | $15,177 | $40,275-62.3% | $57,356-73.5% | $59,633-74.5% |
| Participation rate | 39.6% | 69.1%-29.6pp | 75.1%-35.5pp | 68.7%-29.1pp |
| Annual return | -3.32% | 27.52%-30.8pp | 24.41%-27.7pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $124 | $1,921-93.5% | $2,689-95.4% | $2,203-94.4% |
| Participant deferral / active EE | $895 | $2,400-62.7% | $3,162-71.7% | $3,192-72.0% |
| Admin fee / account holder | $1,787 | $2,820-36.7% | $3,357-46.8% | $4,297-58.4% |