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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 | $8,066 | $58,311-86.2% | $81,882-90.1% | $80,959-90.0% |
| Participation rate | 34.1% | 63.5%-29.4pp | 72.4%-38.3pp | 67.7%-33.6pp |
| Annual return | 7.35% | 41.85%-34.5pp | 779.47%-772.1pp | 35.67%-28.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $933 | $3,287-71.6% | $4,323-78.4% | $4,300-78.3% |
| Admin fee / account holder | $384 | $4,752-91.9% | $7,360-94.8% | $6,925-94.5% |