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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 | $4,987 | $29,716-83.2% | $56,077-91.1% | $80,925-93.8% |
| Participation rate | 43.3% | 41.7%+1.6pp | 52.5%-9.2pp | 67.7%-24.3pp |
| Annual return | 9.32% | 35.30%-26.0pp | 1709.28%-1700.0pp | 35.65%-26.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $903 | $1,228-26.5% | $1,954-53.8% | $4,299-79.0% |
| Admin fee / account holder | $837 | $2,432-65.6% | $2,825-70.4% | $6,940-87.9% |