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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 | $9,477 | $110,278-91.4% | $95,740-90.1% | $139,466-93.2% |
| Participation rate | 21.4% | 75.7%-54.3pp | 72.3%-50.8pp | 80.3%-58.9pp |
| Annual return | -64.50% | 27.19%-91.7pp | 28.41%-92.9pp | 373.66%-438.2pp |
| Employer contribution / active EE | $274 | $3,260-91.6% | $2,836-90.3% | $4,754-94.2% |
| Participant deferral / active EE | $1,256 | $4,674-73.1% | $4,244-70.4% | $6,712-81.3% |
| Admin fee / account holder | $5,649 | $6,613-14.6% | $5,676-0.5% | $11,409-50.5% |