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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 | $3,999 | $29,733-86.6% | $56,025-92.9% | $80,959-95.1% |
| Participation rate | 14.6% | 41.7%-27.1pp | 52.5%-37.9pp | 67.7%-53.0pp |
| Annual return | 10.07% | 35.28%-25.2pp | 1712.69%-1702.6pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $332 | $1,229-73.0% | $1,955-83.0% | $4,300-92.3% |
| Admin fee / account holder | $859 | $2,434-64.7% | $2,828-69.6% | $6,925-87.6% |