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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 | $9,497 | $25,723-63.1% | $69,182-86.3% | $55,167-82.8% |
| Participation rate | 23.2% | 39.4%-16.2pp | 55.1%-31.9pp | 69.0%-45.8pp |
| Annual return | 2.04% | 9.56%-7.5pp | -21.93%+24.0pp | 169.23%-167.2pp |
| Employer contribution / active EE | $48 | $480-90.0% | $1,206-96.0% | $1,963-97.6% |
| Participant deferral / active EE | $480 | $963-50.2% | $1,897-74.7% | $3,054-84.3% |
| Admin fee / account holder | $1,923 | $365+427.3% | $2,697-28.7% | $504+281.5% |