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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 | $7,680 | $58,275-86.8% | $81,844-90.6% | $80,935-90.5% |
| Participation rate | 51.1% | 63.5%-12.4pp | 72.4%-21.3pp | 67.7%-16.6pp |
| Annual return | 10.10% | 41.82%-31.7pp | 778.87%-768.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $193 | $2,346-91.8% | $2,916-93.4% | $2,757-93.0% |
| Participant deferral / active EE | $746 | $3,285-77.3% | $4,323-82.8% | $4,299-82.7% |
| Admin fee / account holder | $1,106 | $4,749-76.7% | $7,355-85.0% | $6,924-84.0% |