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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 | $3,531 | $51,638-93.2% | $68,368-94.8% | $82,448-95.7% |
| Participation rate | 34.2% | 63.6%-29.4pp | 73.8%-39.5pp | 68.1%-33.9pp |
| Annual return | 7.13% | 37.53%-30.4pp | 292.57%-285.4pp | 41.64%-34.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,063 | $2,914-63.5% | $4,123-74.2% | $4,139-74.3% |
| Admin fee / account holder | $24,059 | $4,643+418.1% | $5,150+367.2% | $7,234+232.6% |