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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 | $10,033 | $29,733-66.3% | $56,025-82.1% | $80,959-87.6% |
| Participation rate | 28.6% | 41.7%-13.2pp | 52.5%-23.9pp | 67.7%-39.1pp |
| Annual return | 4.40% | 35.28%-30.9pp | 1712.69%-1708.3pp | 35.67%-31.3pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $995 | $1,229-19.0% | $1,955-49.1% | $4,300-76.9% |
| Admin fee / account holder | $1,034 | $2,434-57.5% | $2,828-63.4% | $6,925-85.1% |