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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 | $13,595 | $58,275-76.7% | $81,844-83.4% | $80,935-83.2% |
| Participation rate | 14.3% | 63.5%-49.2pp | 72.4%-58.1pp | 67.7%-53.4pp |
| Annual return | 4.67% | 41.82%-37.1pp | 778.87%-774.2pp | 35.66%-31.0pp |
| Employer contribution / active EE | $145 | $2,346-93.8% | $2,916-95.0% | $2,757-94.7% |
| Participant deferral / active EE | $927 | $3,285-71.8% | $4,323-78.6% | $4,299-78.4% |
| Admin fee / account holder | $8,237 | $4,749+73.5% | $7,355+12.0% | $6,924+19.0% |