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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 | $5,803 | $51,638-88.8% | $68,368-91.5% | $82,448-93.0% |
| Participation rate | 34.1% | 63.6%-29.5pp | 73.8%-39.6pp | 68.1%-33.9pp |
| Annual return | 6.57% | 37.53%-31.0pp | 292.57%-286.0pp | 41.64%-35.1pp |
| Employer contribution / active EE | $38 | $2,047-98.1% | $2,649-98.6% | $2,551-98.5% |
| Participant deferral / active EE | $585 | $2,914-79.9% | $4,123-85.8% | $4,139-85.9% |
| Admin fee / account holder | $2,634 | $4,643-43.3% | $5,150-48.9% | $7,234-63.6% |