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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 | $9,426 | $58,258-83.8% | $81,820-88.5% | $80,925-88.4% |
| Participation rate | 65.4% | 63.5%+1.9pp | 72.4%-7.0pp | 67.7%-2.3pp |
| Annual return | 9.69% | 41.76%-32.1pp | 777.93%-768.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,724 | $3,284-47.5% | $4,323-60.1% | $4,299-59.9% |
| Admin fee / account holder | $2,176 | $4,976-56.3% | $7,391-70.6% | $6,940-68.6% |