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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 | $9,473 | $103,164-90.8% | $90,259-89.5% | $154,746-93.9% |
| Participation rate | 27.3% | 76.1%-48.8pp | 70.7%-43.5pp | 80.7%-53.4pp |
| Annual return | 1.48% | 19.25%-17.8pp | 18.88%-17.4pp | 172.34%-170.9pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,313 | $4,422-47.7% | $3,827-39.5% | $6,730-65.6% |
| Admin fee / account holder | $9,485 | $8,593+10.4% | $7,267+30.5% | $14,365-34.0% |