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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 | $5,627 | $22,602-75.1% | $65,328-91.4% | $75,181-92.5% |
| Participation rate | 33.3% | 63.1%-29.7pp | 64.9%-31.6pp | 67.2%-33.9pp |
| Annual return | 6.03% | 71.13%-65.1pp | 47.39%-41.4pp | 160.69%-154.7pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $700 | $1,695-58.7% | $2,832-75.3% | $4,126-83.0% |
| Admin fee / account holder | $4,868 | $1,877+159.3% | $4,116+18.3% | $5,650-13.8% |