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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 | $9,879 | $114,119-91.3% | $107,187-90.8% | $138,895-92.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 1.95% | 273.21%-271.3pp | 204.55%-202.6pp | 145.39%-143.4pp |
| Employer contribution / active EE | $363 | $4,059-91.1% | $3,782-90.4% | $4,194-91.3% |
| Participant deferral / active EE | $1,727 | $5,538-68.8% | $5,096-66.1% | $6,396-73.0% |
| Admin fee / account holder | $9,355 | $10,024-6.7% | $9,162+2.1% | $12,562-25.5% |