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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 | $10,702 | $88,778-87.9% | $81,844-86.9% | $145,884-92.7% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | -1.70% | 1033.03%-1034.7pp | 778.87%-780.6pp | 551.85%-553.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,459 | $4,648-47.1% | $4,323-43.1% | $6,690-63.2% |
| Admin fee / account holder | $778 | $8,430-90.8% | $7,355-89.4% | $13,392-94.2% |