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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 | $9,588 | $47,479-79.8% | $62,929-84.8% | $82,448-88.4% |
| Participation rate | 61.5% | 66.9%-5.3pp | 73.1%-11.6pp | 68.1%-6.5pp |
| Annual return | 4.26% | 20.34%-16.1pp | 1063.93%-1059.7pp | 41.64%-37.4pp |
| Employer contribution / active EE | $131 | $1,885-93.0% | $2,505-94.8% | $2,551-94.9% |
| Participant deferral / active EE | $1,500 | $2,870-47.7% | $3,888-61.4% | $4,139-63.8% |
| Admin fee / account holder | $2,499 | $3,804-34.3% | $5,065-50.7% | $7,234-65.5% |