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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 | $8,238 | $27,924-70.5% | $58,544-85.9% | $75,181-89.0% |
| Participation rate | 39.6% | 38.8%+0.7pp | 50.9%-11.3pp | 67.2%-27.6pp |
| Annual return | 12.40% | 44.20%-31.8pp | 4249.56%-4237.2pp | 160.69%-148.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $507 | $1,202-57.8% | $1,923-73.6% | $4,126-87.7% |
| Admin fee / account holder | $322 | $1,726-81.4% | $2,520-87.2% | $5,650-94.3% |