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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 | $10,650 | $23,330-54.3% | $64,489-83.5% | $82,448-87.1% |
| Participation rate | 27.9% | 68.3%-40.4pp | 67.7%-39.8pp | 68.1%-40.2pp |
| Annual return | 13.50% | 83.66%-70.2pp | 55.03%-41.5pp | 41.64%-28.1pp |
| Employer contribution / active EE | $94 | $824-88.6% | $1,523-93.8% | $2,551-96.3% |
| Participant deferral / active EE | $1,151 | $1,707-32.6% | $2,778-58.6% | $4,139-72.2% |
| Admin fee / account holder | $3,945 | $2,946+33.9% | $4,260-7.4% | $7,234-45.5% |