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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 | $29,716-10.4% | $56,077-52.5% | $80,925-67.1% |
| Participation rate | 8.0% | 41.7%-33.7pp | 52.5%-44.5pp | 67.7%-59.7pp |
| Annual return | 9.30% | 35.30%-26.0pp | 1709.28%-1700.0pp | 35.65%-26.3pp |
| Employer contribution / active EE | $29 | $671-95.7% | $1,040-97.3% | $2,756-99.0% |
| Participant deferral / active EE | $266 | $1,228-78.4% | $1,954-86.4% | $4,299-93.8% |
| Admin fee / account holder | $8,389 | $2,432+244.9% | $2,825+196.9% | $6,940+20.9% |