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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 | $7,616 | $51,638-85.3% | $68,368-88.9% | $82,448-90.8% |
| Participation rate | 19.4% | 63.6%-44.3pp | 73.8%-54.4pp | 68.1%-48.7pp |
| Annual return | 10.96% | 37.53%-26.6pp | 292.57%-281.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $518 | $2,914-82.2% | $4,123-87.4% | $4,139-87.5% |
| Admin fee / account holder | $5,112 | $4,643+10.1% | $5,150-0.7% | $7,234-29.3% |