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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 | $9,684 | $34,316-71.8% | $74,719-87.0% | $72,983-86.7% |
| Participation rate | 16.7% | 42.4%-25.7pp | 54.5%-37.8pp | 69.5%-52.8pp |
| Annual return | 2.45% | 26.58%-24.1pp | 753.05%-750.6pp | 81.01%-78.6pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $545 | $1,272-57.2% | $1,963-72.3% | $3,608-84.9% |
| Admin fee / account holder | $1,872 | $2,125-11.9% | $3,334-43.9% | $5,124-63.5% |