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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 | $3,409 | $28,624-88.1% | $53,647-93.6% | $82,637-95.9% |
| Participation rate | 68.3% | 47.3%+21.1pp | 56.3%+12.1pp | 68.1%+0.3pp |
| Annual return | 13.12% | 664.98%-651.9pp | 358.33%-345.2pp | 53.51%-40.4pp |
| Employer contribution / active EE | $18 | $637-97.1% | $962-98.1% | $2,552-99.3% |
| Participant deferral / active EE | $1,644 | $1,196+37.5% | $1,813-9.3% | $4,126-60.1% |
| Admin fee / account holder | $742 | $2,022-63.3% | $2,460-69.8% | $7,339-89.9% |