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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 | $9,335 | $27,924-66.6% | $58,544-84.1% | $75,181-87.6% |
| Participation rate | 24.4% | 38.8%-14.5pp | 50.9%-26.5pp | 67.2%-42.8pp |
| Annual return | 1.43% | 44.20%-42.8pp | 4249.56%-4248.1pp | 160.69%-159.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,174 | $1,202+80.9% | $1,923+13.1% | $4,126-47.3% |
| Admin fee / account holder | $1,298 | $1,726-24.8% | $2,520-48.5% | $5,650-77.0% |