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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 | $3,947 | $29,716-86.7% | $56,077-93.0% | $80,925-95.1% |
| Participation rate | 9.1% | 41.7%-32.6pp | 52.5%-43.4pp | 67.7%-58.6pp |
| Annual return | 7.14% | 35.30%-28.2pp | 1709.28%-1702.1pp | 35.65%-28.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $285 | $1,228-76.8% | $1,954-85.4% | $4,299-93.4% |
| Admin fee / account holder | $3,508 | $2,432+44.3% | $2,825+24.2% | $6,940-49.4% |