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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 | $29,733-91.6% | $56,025-95.6% | $80,959-96.9% |
| Participation rate | 13.3% | 41.7%-28.4pp | 52.5%-39.2pp | 67.7%-54.3pp |
| Annual return | 5.03% | 35.28%-30.3pp | 1712.69%-1707.7pp | 35.67%-30.6pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $945 | $1,229-23.1% | $1,955-51.6% | $4,300-78.0% |
| Admin fee / account holder | $928 | $2,434-61.9% | $2,828-67.2% | $6,925-86.6% |