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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 | $8,507 | $114,013-92.5% | $103,693-91.8% | $155,188-94.5% |
| Participation rate | 21.7% | 75.2%-53.5pp | 72.6%-50.9pp | 80.8%-59.1pp |
| Annual return | -4.23% | 49.31%-53.5pp | 47.61%-51.8pp | 148.84%-153.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,240 | $4,970-75.0% | $4,579-72.9% | $6,531-81.0% |
| Admin fee / account holder | $1,154 | $8,407-86.3% | $7,858-85.3% | $14,480-92.0% |