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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 | $5,144 | $28,624-82.0% | $53,647-90.4% | $82,637-93.8% |
| Participation rate | 20.6% | 47.3%-26.7pp | 56.3%-35.7pp | 68.1%-47.5pp |
| Annual return | 1.80% | 664.98%-663.2pp | 358.33%-356.5pp | 53.51%-51.7pp |
| Employer contribution / active EE | $64 | $637-89.9% | $962-93.3% | $2,552-97.5% |
| Participant deferral / active EE | $761 | $1,196-36.4% | $1,813-58.0% | $4,126-81.6% |
| Admin fee / account holder | $8,083 | $2,022+299.8% | $2,460+228.6% | $7,339+10.1% |