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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 | $6,508 | $85,024-92.3% | $70,544-90.8% | $139,466-95.3% |
| Participation rate | 38.9% | 73.9%-35.0pp | 68.4%-29.5pp | 80.3%-41.4pp |
| Annual return | 8.12% | 30.39%-22.3pp | 32.79%-24.7pp | 373.66%-365.5pp |
| Employer contribution / active EE | $237 | $3,912-93.9% | $2,976-92.0% | $4,754-95.0% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,712-100.0% |
| Admin fee / account holder | $483 | $8,928-94.6% | $6,427-92.5% | $11,409-95.8% |