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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 | $26,809 | $30,423-11.9% | $56,025-52.1% | $74,478-64.0% |
| Participation rate | 16.9% | 32.9%-15.9pp | 52.5%-35.6pp | 67.2%-50.3pp |
| Annual return | 10.51% | 24.97%-14.5pp | 1712.69%-1702.2pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $735 | $1,176-37.5% | $1,955-62.4% | $4,350-83.1% |
| Admin fee / account holder | $7,468 | $2,363+216.0% | $2,828+164.0% | $1,946+283.8% |