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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 | $9,816 | $48,284-79.7% | $67,524-85.5% | $80,911-87.9% |
| Participation rate | 43.8% | 66.4%-22.6pp | 72.9%-29.1pp | 67.6%-23.9pp |
| Annual return | 9.47% | 18.27%-8.8pp | 3519.41%-3509.9pp | 35.63%-26.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,030 | $2,927-64.8% | $4,001-74.3% | $4,297-76.0% |
| Admin fee / account holder | $1,595 | $3,688-56.7% | $4,001-60.1% | $6,935-77.0% |