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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 | $12,071 | $51,638-76.6% | $68,368-82.3% | $82,448-85.4% |
| Participation rate | 20.0% | 63.6%-43.6pp | 73.8%-53.8pp | 68.1%-48.1pp |
| Annual return | 7.07% | 37.53%-30.5pp | 292.57%-285.5pp | 41.64%-34.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $537 | $2,914-81.6% | $4,123-87.0% | $4,139-87.0% |
| Admin fee / account holder | $530 | $4,643-88.6% | $5,150-89.7% | $7,234-92.7% |