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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 | $9,055 | $29,670-69.5% | $56,054-83.8% | $80,911-88.8% |
| Participation rate | 8.2% | 41.7%-33.5pp | 52.5%-44.3pp | 67.6%-59.5pp |
| Annual return | 8.17% | 35.24%-27.1pp | 1705.95%-1697.8pp | 35.63%-27.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $314 | $1,227-74.4% | $1,952-83.9% | $4,297-92.7% |
| Admin fee / account holder | $4,032 | $2,431+65.9% | $2,822+42.9% | $6,935-41.9% |