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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 | $9,986 | $36,948-73.0% | $73,658-86.4% | $87,485-88.6% |
| Participation rate | 8.1% | 46.8%-38.7pp | 57.0%-48.9pp | 68.9%-60.8pp |
| Annual return | -23.60% | 28.64%-52.2pp | 29.72%-53.3pp | 26.06%-49.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $353 | $1,379-74.4% | $2,062-82.9% | $4,274-91.7% |
| Admin fee / account holder | $5,439 | $2,531+114.9% | $3,357+62.0% | $7,775-30.0% |