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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 | $12,081 | $34,316-64.8% | $74,719-83.8% | $72,983-83.4% |
| Participation rate | 69.8% | 42.4%+27.4pp | 54.5%+15.4pp | 69.5%+0.4pp |
| Annual return | 16.99% | 26.58%-9.6pp | 753.05%-736.1pp | 81.01%-64.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $422 | $1,272-66.8% | $1,963-78.5% | $3,608-88.3% |
| Admin fee / account holder | $769 | $2,125-63.8% | $3,334-76.9% | $5,124-85.0% |