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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 | $16,073 | $40,275-60.1% | $57,356-72.0% | $59,633-73.0% |
| Participation rate | 36.0% | 69.1%-33.1pp | 75.1%-39.1pp | 68.7%-32.7pp |
| Annual return | -2.49% | 27.52%-30.0pp | 24.41%-26.9pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $114 | $1,921-94.1% | $2,689-95.8% | $2,203-94.8% |
| Participant deferral / active EE | $873 | $2,400-63.6% | $3,162-72.4% | $3,192-72.7% |
| Admin fee / account holder | $1,096 | $2,820-61.2% | $3,357-67.4% | $4,297-74.5% |