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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 | $114,013-91.4% | $103,693-90.6% | $155,188-93.7% |
| Participation rate | 38.9% | 75.2%-36.3pp | 72.6%-33.8pp | 80.8%-41.9pp |
| Annual return | 7.39% | 49.31%-41.9pp | 47.61%-40.2pp | 148.84%-141.5pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,190 | $4,970-55.9% | $4,579-52.2% | $6,531-66.5% |
| Admin fee / account holder | $7,927 | $8,407-5.7% | $7,858+0.9% | $14,480-45.3% |