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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 | $5,146 | $29,319-82.5% | $52,425-90.2% | $82,448-93.8% |
| Participation rate | 22.9% | 46.9%-24.0pp | 55.6%-32.8pp | 68.1%-45.2pp |
| Annual return | 11.05% | 535.20%-524.2pp | 302.12%-291.1pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $551 | $1,171-53.0% | $1,790-69.2% | $4,139-86.7% |
| Admin fee / account holder | $8,766 | $1,962+346.7% | $2,495+251.3% | $7,234+21.2% |