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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 | $14,313 | $29,051-50.7% | $52,425-72.7% | $67,986-78.9% |
| Participation rate | 7.0% | 30.4%-23.5pp | 55.6%-48.7pp | 57.2%-50.3pp |
| Annual return | 11.94% | 24.00%-12.1pp | 302.12%-290.2pp | 31.67%-19.7pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $423 | $873-51.5% | $1,790-76.4% | $3,358-87.4% |
| Admin fee / account holder | $24,129 | $2,113+1042.1% | $2,495+867.1% | $3,203+653.3% |