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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 | $13,432 | $105,929-87.3% | $81,716-83.6% | $158,966-91.6% |
| Participation rate | 40.9% | 75.6%-34.7pp | 72.0%-31.1pp | 82.0%-41.1pp |
| Annual return | -5.88% | 38.19%-44.1pp | 29.49%-35.4pp | 302.95%-308.8pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $782 | $13,007-94.0% | $7,108-89.0% | $5,983-86.9% |
| Admin fee / account holder | $6,201 | $8,492-27.0% | $5,159+20.2% | $11,250-44.9% |