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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 | $30,421-11.9% | $56,077-52.2% | $74,429-64.0% |
| Participation rate | 16.9% | 32.9%-15.9pp | 52.5%-35.5pp | 67.2%-50.3pp |
| Annual return | 10.51% | 24.94%-14.4pp | 1709.28%-1698.8pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $735 | $1,175-37.5% | $1,954-62.4% | $4,348-83.1% |
| Admin fee / account holder | $7,468 | $2,363+216.0% | $2,825+164.4% | $1,944+284.1% |