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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 | $25,995 | $29,716-12.5% | $56,077-53.6% | $80,925-67.9% |
| Participation rate | 14.6% | 41.7%-27.1pp | 52.5%-37.9pp | 67.7%-53.1pp |
| Annual return | 5.25% | 35.30%-30.1pp | 1709.28%-1704.0pp | 35.65%-30.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $244 | $1,228-80.1% | $1,954-87.5% | $4,299-94.3% |
| Admin fee / account holder | $685 | $2,432-71.9% | $2,825-75.8% | $6,940-90.1% |