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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 | $9,519 | $58,627-83.8% | $76,735-87.6% | $82,448-88.5% |
| Participation rate | 31.4% | 63.2%-31.8pp | 69.5%-38.1pp | 68.1%-36.6pp |
| Annual return | -8.47% | 39.10%-47.6pp | 29.77%-38.2pp | 41.64%-50.1pp |
| Employer contribution / active EE | $134 | $1,729-92.2% | $2,454-94.5% | $2,551-94.7% |
| Participant deferral / active EE | $1,940 | $3,134-38.1% | $4,088-52.6% | $4,139-53.1% |
| Admin fee / account holder | $1,823 | $5,323-65.7% | $7,189-74.6% | $7,234-74.8% |