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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 | $9,897 | $57,590-82.8% | $86,233-88.5% | $82,448-88.0% |
| Participation rate | 22.2% | 57.9%-35.6pp | 69.0%-46.8pp | 68.1%-45.8pp |
| Annual return | 12.13% | 22.41%-10.3pp | 61.39%-49.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $969 | $3,080-68.5% | $4,559-78.7% | $4,139-76.6% |
| Admin fee / account holder | $2,256 | $4,730-52.3% | $8,342-73.0% | $7,234-68.8% |