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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 | $9,756 | $70,366-86.1% | $66,674-85.4% | $138,895-93.0% |
| Participation rate | 38.9% | 76.2%-37.3pp | 73.7%-34.8pp | 79.9%-41.0pp |
| Annual return | 7.39% | 386.41%-379.0pp | 321.24%-313.9pp | 145.39%-138.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,190 | $4,374-49.9% | $4,084-46.4% | $6,396-65.8% |
| Admin fee / account holder | $7,927 | $5,262+50.6% | $5,098+55.5% | $12,562-36.9% |