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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 | $9,594 | $34,316-72.0% | $74,722-87.2% | $72,975-86.9% |
| Participation rate | 16.5% | 42.4%-25.9pp | 54.5%-38.0pp | 69.5%-53.0pp |
| Annual return | 9.58% | 26.58%-17.0pp | 753.11%-743.5pp | 81.01%-71.4pp |
| Employer contribution / active EE | $49 | $692-92.9% | $1,084-95.5% | $2,440-98.0% |
| Participant deferral / active EE | $492 | $1,272-61.3% | $1,963-75.0% | $3,608-86.4% |
| Admin fee / account holder | $7,585 | $2,125+257.0% | $3,335+127.5% | $5,124+48.0% |