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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 | $29,716-68.5% | $56,077-83.3% | $80,925-88.5% |
| Participation rate | 20.6% | 41.7%-21.1pp | 52.5%-31.9pp | 67.7%-47.1pp |
| Annual return | 8.06% | 35.30%-27.2pp | 1709.28%-1701.2pp | 35.65%-27.6pp |
| Employer contribution / active EE | $46 | $671-93.1% | $1,040-95.5% | $2,756-98.3% |
| Participant deferral / active EE | $833 | $1,228-32.2% | $1,954-57.3% | $4,299-80.6% |
| Admin fee / account holder | $1,629 | $2,432-33.0% | $2,825-42.3% | $6,940-76.5% |