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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 | $22,898 | $29,716-22.9% | $56,077-59.2% | $80,925-71.7% |
| Participation rate | 7.3% | 41.7%-34.4pp | 52.5%-45.2pp | 67.7%-60.4pp |
| Annual return | 10.06% | 35.30%-25.2pp | 1709.28%-1699.2pp | 35.65%-25.6pp |
| Employer contribution / active EE | $50 | $671-92.6% | $1,040-95.2% | $2,756-98.2% |
| Participant deferral / active EE | $336 | $1,228-72.7% | $1,954-82.8% | $4,299-92.2% |
| Admin fee / account holder | $937 | $2,432-61.5% | $2,825-66.8% | $6,940-86.5% |