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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 | $11,870 | $27,243-56.4% | $52,425-77.4% | $79,634-85.1% |
| Participation rate | 6.7% | 22.4%-15.7pp | 55.6%-48.9pp | 62.5%-55.8pp |
| Annual return | 11.34% | 63.36%-52.0pp | 302.12%-290.8pp | 36.46%-25.1pp |
| Employer contribution / active EE | $0 | $319-99.9% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $213 | $636-66.5% | $1,790-88.1% | $3,835-94.4% |
| Admin fee / account holder | $6,884 | $2,105+227.1% | $2,495+175.9% | $1,002+587.1% |