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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 | $8,790 | $51,638-83.0% | $68,368-87.1% | $82,448-89.3% |
| Participation rate | 12.0% | 63.6%-51.6pp | 73.8%-61.8pp | 68.1%-56.1pp |
| Annual return | 11.73% | 37.53%-25.8pp | 292.57%-280.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $649 | $2,914-77.7% | $4,123-84.3% | $4,139-84.3% |
| Admin fee / account holder | $1,024 | $4,643-77.9% | $5,150-80.1% | $7,234-85.8% |