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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 | $17,528 | $77,638-77.4% | $156,551-88.8% | $62,881-72.1% |
| Participation rate | 31.0% | 71.2%-40.2pp | 84.0%-53.0pp | 69.3%-38.3pp |
| Annual return | -2.37% | 50.33%-52.7pp | 32.23%-34.6pp | 20.14%-22.5pp |
| Employer contribution / active EE | $331 | $3,444-90.4% | $5,501-94.0% | $2,281-85.5% |
| Participant deferral / active EE | $853 | $3,046-72.0% | $4,871-82.5% | $3,203-73.4% |
| Admin fee / account holder | $1,849 | $5,561-66.8% | $13,028-85.8% | $4,296-57.0% |