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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 | $5,837 | $27,943-79.1% | $58,507-90.0% | $75,177-92.2% |
| Participation rate | 7.7% | 38.8%-31.2pp | 50.9%-43.2pp | 67.2%-59.5pp |
| Annual return | 8.80% | 44.22%-35.4pp | 4252.32%-4243.5pp | 160.75%-151.9pp |
| Employer contribution / active EE | $29 | $670-95.6% | $1,053-97.2% | $2,671-98.9% |
| Participant deferral / active EE | $659 | $1,202-45.2% | $1,922-65.7% | $4,126-84.0% |
| Admin fee / account holder | $13,808 | $1,727+699.5% | $2,486+455.4% | $5,651+144.3% |