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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 | $7,768 | $51,638-85.0% | $68,368-88.6% | $82,448-90.6% |
| Participation rate | 64.7% | 63.6%+1.1pp | 73.8%-9.0pp | 68.1%-3.4pp |
| Annual return | 11.67% | 37.53%-25.9pp | 292.57%-280.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,068 | $2,914-63.3% | $4,123-74.1% | $4,139-74.2% |
| Admin fee / account holder | $3,604 | $4,643-22.4% | $5,150-30.0% | $7,234-50.2% |