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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 | $21,801 | $51,878-58.0% | $68,368-68.1% | $79,634-72.6% |
| Participation rate | 17.5% | 53.7%-36.2pp | 73.8%-56.2pp | 62.5%-45.0pp |
| Annual return | 11.59% | 137.43%-125.8pp | 292.57%-281.0pp | 36.46%-24.9pp |
| Employer contribution / active EE | $71 | $1,931-96.3% | $2,649-97.3% | $2,529-97.2% |
| Participant deferral / active EE | $748 | $2,577-71.0% | $4,123-81.9% | $3,835-80.5% |
| Admin fee / account holder | $3,765 | $942+299.6% | $5,150-26.9% | $1,002+275.8% |