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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 | $10,294 | $28,624-64.0% | $53,647-80.8% | $82,637-87.5% |
| Participation rate | 21.1% | 47.3%-26.2pp | 56.3%-35.2pp | 68.1%-47.0pp |
| Annual return | 10.35% | 664.98%-654.6pp | 358.33%-348.0pp | 53.51%-43.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $509 | $1,196-57.4% | $1,813-71.9% | $4,126-87.7% |
| Admin fee / account holder | $7,580 | $2,022+274.9% | $2,460+208.1% | $7,339+3.3% |