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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 | $13,929 | $27,924-50.1% | $58,544-76.2% | $75,181-81.5% |
| Participation rate | 12.8% | 38.8%-26.1pp | 50.9%-38.1pp | 67.2%-54.4pp |
| Annual return | 1.86% | 44.20%-42.3pp | 4249.56%-4247.7pp | 160.69%-158.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,175 | $1,202-2.2% | $1,923-38.9% | $4,126-71.5% |
| Admin fee / account holder | $1,748 | $1,726+1.3% | $2,520-30.6% | $5,650-69.1% |