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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 | $12,181 | $51,638-76.4% | $68,368-82.2% | $82,448-85.2% |
| Participation rate | 11.5% | 63.6%-52.1pp | 73.8%-62.2pp | 68.1%-56.5pp |
| Annual return | 1.59% | 37.53%-35.9pp | 292.57%-291.0pp | 41.64%-40.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $626 | $2,914-78.5% | $4,123-84.8% | $4,139-84.9% |
| Admin fee / account holder | $1,833 | $4,643-60.5% | $5,150-64.4% | $7,234-74.7% |