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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 | $27,178 | $29,319-7.3% | $52,425-48.2% | $82,448-67.0% |
| Participation rate | 7.7% | 46.9%-39.2pp | 55.6%-47.9pp | 68.1%-60.4pp |
| Annual return | 6.21% | 535.20%-529.0pp | 302.12%-295.9pp | 41.64%-35.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,027 | $1,171-12.3% | $1,790-42.6% | $4,139-75.2% |
| Admin fee / account holder | $2,922 | $1,962+48.9% | $2,495+17.1% | $7,234-59.6% |