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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 | $17,120 | $27,800-38.4% | $58,507-70.7% | $71,529-76.1% |
| Participation rate | 11.6% | 34.6%-23.0pp | 50.9%-39.2pp | 67.9%-56.3pp |
| Annual return | -1.41% | 26.80%-28.2pp | 4252.32%-4253.7pp | 28.97%-30.4pp |
| Employer contribution / active EE | $5 | $632-99.2% | $1,053-99.5% | $2,590-99.8% |
| Participant deferral / active EE | $772 | $1,208-36.1% | $1,922-59.8% | $4,291-82.0% |
| Admin fee / account holder | $4,401 | $1,637+168.8% | $2,486+77.0% | $1,588+177.1% |