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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 | $2,491 | $29,716-91.6% | $56,077-95.6% | $80,925-96.9% |
| Participation rate | 13.3% | 41.7%-28.4pp | 52.5%-39.2pp | 67.7%-54.3pp |
| Annual return | 5.03% | 35.30%-30.3pp | 1709.28%-1704.3pp | 35.65%-30.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $945 | $1,228-23.0% | $1,954-51.6% | $4,299-78.0% |
| Admin fee / account holder | $928 | $2,432-61.8% | $2,825-67.1% | $6,940-86.6% |