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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 | $6,221 | $29,736-79.1% | $56,033-88.9% | $80,935-92.3% |
| Participation rate | 24.7% | 41.7%-17.0pp | 52.5%-27.8pp | 67.7%-43.0pp |
| Annual return | 9.65% | 35.28%-25.6pp | 1711.38%-1701.7pp | 35.66%-26.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $429 | $1,228-65.0% | $1,954-78.0% | $4,299-90.0% |
| Admin fee / account holder | $527 | $2,434-78.3% | $2,827-81.4% | $6,924-92.4% |