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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 | $29,670-59.8% | $56,054-78.7% | $80,911-85.3% |
| Participation rate | 7.8% | 41.7%-33.9pp | 52.5%-44.7pp | 67.6%-59.8pp |
| Annual return | 8.08% | 35.24%-27.2pp | 1705.95%-1697.9pp | 35.63%-27.6pp |
| Employer contribution / active EE | $1 | $670-99.9% | $1,039-99.9% | $2,756-100.0% |
| Participant deferral / active EE | $717 | $1,227-41.6% | $1,952-63.3% | $4,297-83.3% |
| Admin fee / account holder | $2,944 | $2,431+21.1% | $2,822+4.3% | $6,935-57.6% |