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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 | $19,073 | $116,360-83.6% | $65,566-70.9% | $139,466-86.3% |
| Participation rate | 22.7% | 67.8%-45.0pp | 64.9%-42.2pp | 80.3%-57.6pp |
| Annual return | 0.26% | 31.23%-31.0pp | 47.40%-47.1pp | 373.66%-373.4pp |
| Employer contribution / active EE | $32 | $2,600-98.8% | $1,692-98.1% | $4,754-99.3% |
| Participant deferral / active EE | $1,196 | $4,242-71.8% | $2,832-57.8% | $6,712-82.2% |
| Admin fee / account holder | $15,685 | $6,701+134.1% | $4,114+281.2% | $11,409+37.5% |