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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 | $12,021 | $57,305-79.0% | $86,640-86.1% | $75,173-84.0% |
| Participation rate | 26.7% | 63.2%-36.5pp | 71.7%-45.0pp | 67.2%-40.5pp |
| Annual return | 11.61% | 2674.24%-2662.6pp | 592.52%-580.9pp | 160.72%-149.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,359 | $3,320-28.9% | $4,438-46.9% | $4,126-42.8% |
| Admin fee / account holder | $20,952 | $4,116+409.0% | $5,616+273.1% | $5,651+270.8% |