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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 | $11,927 | $29,716-59.9% | $56,077-78.7% | $80,925-85.3% |
| Participation rate | 7.8% | 41.7%-33.9pp | 52.5%-44.7pp | 67.7%-59.8pp |
| Annual return | 8.08% | 35.30%-27.2pp | 1709.28%-1701.2pp | 35.65%-27.6pp |
| Employer contribution / active EE | $1 | $671-99.9% | $1,040-99.9% | $2,756-100.0% |
| Participant deferral / active EE | $717 | $1,228-41.6% | $1,954-63.3% | $4,299-83.3% |
| Admin fee / account holder | $2,944 | $2,432+21.0% | $2,825+4.2% | $6,940-57.6% |