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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 | $11,000 | $81,331-86.5% | $155,534-92.9% | $80,935-86.4% |
| Participation rate | 28.3% | 66.3%-38.0pp | 78.2%-50.0pp | 67.7%-39.4pp |
| Annual return | 6.61% | 33.37%-26.8pp | 64.92%-58.3pp | 35.66%-29.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,552 | $3,454-55.1% | $5,630-72.4% | $4,299-63.9% |
| Admin fee / account holder | $8,950 | $7,999+11.9% | $15,900-43.7% | $6,924+29.3% |