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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 | $26,611 | $29,733-10.5% | $56,025-52.5% | $80,959-67.1% |
| Participation rate | 8.0% | 41.7%-33.7pp | 52.5%-44.5pp | 67.7%-59.7pp |
| Annual return | 9.30% | 35.28%-26.0pp | 1712.69%-1703.4pp | 35.67%-26.4pp |
| Employer contribution / active EE | $29 | $672-95.8% | $1,042-97.3% | $2,757-99.0% |
| Participant deferral / active EE | $266 | $1,229-78.4% | $1,955-86.4% | $4,300-93.8% |
| Admin fee / account holder | $8,389 | $2,434+244.7% | $2,828+196.6% | $6,925+21.1% |