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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 | $9,637 | $100,139-90.4% | $85,187-88.7% | $145,884-93.4% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | -2.41% | 84.15%-86.6pp | 66.67%-69.1pp | 551.85%-554.3pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,079 | $5,296-79.6% | $4,525-76.1% | $6,690-83.9% |
| Admin fee / account holder | $1,102 | $7,262-84.8% | $6,162-82.1% | $13,392-91.8% |