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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 | $9,346 | $29,667-68.5% | $56,441-83.4% | $80,874-88.4% |
| Participation rate | 20.6% | 41.7%-21.1pp | 52.5%-31.9pp | 67.6%-47.1pp |
| Annual return | 8.06% | 35.22%-27.2pp | 1704.21%-1696.2pp | 35.62%-27.6pp |
| Employer contribution / active EE | $46 | $669-93.1% | $1,039-95.5% | $2,756-98.3% |
| Participant deferral / active EE | $833 | $1,227-32.0% | $1,953-57.3% | $4,297-80.6% |
| Admin fee / account holder | $1,629 | $2,429-32.9% | $2,829-42.4% | $6,935-76.5% |