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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 | $15,405 | $33,120-53.5% | $40,757-62.2% | $59,633-74.2% |
| Participation rate | 29.8% | 70.7%-40.9pp | 79.3%-49.4pp | 68.7%-38.8pp |
| Annual return | -3.68% | 1.43%-5.1pp | -0.50%-3.2pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $363 | $2,119-82.9% | $3,004-87.9% | $2,203-83.5% |
| Participant deferral / active EE | $595 | $2,513-76.3% | $3,485-82.9% | $3,192-81.3% |
| Admin fee / account holder | $3,637 | $2,449+48.5% | $4,272-14.9% | $4,297-15.4% |