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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 | $6,663 | $70,366-90.5% | $66,674-90.0% | $138,895-95.2% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.7%-53.7pp | 79.9%-59.9pp |
| Annual return | -5.10% | 386.41%-391.5pp | 321.24%-326.3pp | 145.39%-150.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $884 | $4,374-79.8% | $4,084-78.4% | $6,396-86.2% |
| Admin fee / account holder | $1,025 | $5,262-80.5% | $5,098-79.9% | $12,562-91.8% |