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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 | $13,085 | $29,736-56.0% | $56,033-76.6% | $80,935-83.8% |
| Participation rate | 10.9% | 41.7%-30.8pp | 52.5%-41.6pp | 67.7%-56.8pp |
| Annual return | 1.94% | 35.28%-33.3pp | 1711.38%-1709.4pp | 35.66%-33.7pp |
| Employer contribution / active EE | $68 | $671-89.9% | $1,041-93.5% | $2,757-97.5% |
| Participant deferral / active EE | $284 | $1,228-76.9% | $1,954-85.5% | $4,299-93.4% |
| Admin fee / account holder | $496 | $2,434-79.6% | $2,827-82.4% | $6,924-92.8% |