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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 | $4,828 | $29,319-83.5% | $52,425-90.8% | $82,448-94.1% |
| Participation rate | 60.7% | 46.9%+13.9pp | 55.6%+5.1pp | 68.1%-7.4pp |
| Annual return | 10.68% | 535.20%-524.5pp | 302.12%-291.4pp | 41.64%-31.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $986 | $1,171-15.8% | $1,790-44.9% | $4,139-76.2% |
| Admin fee / account holder | $1,193 | $1,962-39.2% | $2,495-52.2% | $7,234-83.5% |