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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 | $5,145 | $51,638-90.0% | $68,368-92.5% | $82,448-93.8% |
| Participation rate | 47.1% | 63.6%-16.6pp | 73.8%-26.7pp | 68.1%-21.0pp |
| Annual return | 8.79% | 37.53%-28.7pp | 292.57%-283.8pp | 41.64%-32.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,096 | $2,914-62.4% | $4,123-73.4% | $4,139-73.5% |
| Admin fee / account holder | $4,482 | $4,643-3.5% | $5,150-13.0% | $7,234-38.0% |