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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 | $11,919 | $29,319-59.3% | $52,425-77.3% | $82,448-85.5% |
| Participation rate | 19.0% | 46.9%-27.9pp | 55.6%-36.6pp | 68.1%-49.1pp |
| Annual return | 13.33% | 535.20%-521.9pp | 302.12%-288.8pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $494 | $1,171-57.8% | $1,790-72.4% | $4,139-88.1% |
| Admin fee / account holder | $1,325 | $1,962-32.5% | $2,495-46.9% | $7,234-81.7% |