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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 | $6,193 | $29,319-78.9% | $52,425-88.2% | $82,448-92.5% |
| Participation rate | 27.0% | 46.9%-19.8pp | 55.6%-28.6pp | 68.1%-41.0pp |
| Annual return | 11.06% | 535.20%-524.1pp | 302.12%-291.1pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $578 | $1,171-50.6% | $1,790-67.7% | $4,139-86.0% |
| Admin fee / account holder | $878 | $1,962-55.2% | $2,495-64.8% | $7,234-87.9% |