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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 | $5,432 | $29,319-81.5% | $52,425-89.6% | $82,448-93.4% |
| Participation rate | 18.8% | 46.9%-28.1pp | 55.6%-36.9pp | 68.1%-49.3pp |
| Annual return | 3.27% | 535.20%-531.9pp | 302.12%-298.9pp | 41.64%-38.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $327 | $1,171-72.0% | $1,790-81.7% | $4,139-92.1% |
| Admin fee / account holder | $697 | $1,962-64.5% | $2,495-72.1% | $7,234-90.4% |