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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 | $27,855 | $47,944-41.9% | $67,834-58.9% | $62,881-55.7% |
| Participation rate | 45.9% | 61.1%-15.1pp | 68.8%-22.9pp | 69.3%-23.4pp |
| Annual return | 0.76% | 11.77%-11.0pp | 138.47%-137.7pp | 20.14%-19.4pp |
| Employer contribution / active EE | $189 | $1,562-87.9% | $2,403-92.2% | $2,281-91.7% |
| Participant deferral / active EE | $1,016 | $2,247-54.8% | $3,160-67.8% | $3,203-68.3% |
| Admin fee / account holder | $15,154 | $3,712+308.3% | $4,622+227.9% | $4,296+252.8% |