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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 | $11,004 | $49,897-77.9% | $80,648-86.4% | $75,177-85.4% |
| Participation rate | 12.0% | 55.3%-43.3pp | 67.0%-55.0pp | 67.2%-55.2pp |
| Annual return | 13.72% | 34.68%-21.0pp | 937.21%-923.5pp | 160.75%-147.0pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $930 | $2,992-68.9% | $4,443-79.1% | $4,126-77.5% |
| Admin fee / account holder | $11,945 | $3,579+233.8% | $5,382+122.0% | $5,651+111.4% |