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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 | $15,214 | $27,243-44.2% | $52,425-71.0% | $79,634-80.9% |
| Participation rate | 5.2% | 22.4%-17.2pp | 55.6%-50.4pp | 62.5%-57.2pp |
| Annual return | 10.83% | 63.36%-52.5pp | 302.12%-291.3pp | 36.46%-25.6pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $410 | $636-35.5% | $1,790-77.1% | $3,835-89.3% |
| Admin fee / account holder | $1,396 | $2,105-33.7% | $2,495-44.0% | $1,002+39.4% |