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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 | $1,977 | $28,624-93.1% | $53,647-96.3% | $82,637-97.6% |
| Participation rate | 57.6% | 47.3%+10.3pp | 56.3%+1.3pp | 68.1%-10.5pp |
| Annual return | 14.27% | 664.98%-650.7pp | 358.33%-344.1pp | 53.51%-39.2pp |
| Employer contribution / active EE | $104 | $637-83.7% | $962-89.2% | $2,552-95.9% |
| Participant deferral / active EE | $528 | $1,196-55.9% | $1,813-70.9% | $4,126-87.2% |
| Admin fee / account holder | $677 | $2,022-66.5% | $2,460-72.5% | $7,339-90.8% |