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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 | $9,115 | $25,723-64.6% | $69,182-86.8% | $55,167-83.5% |
| Participation rate | 11.3% | 39.4%-28.1pp | 55.1%-43.8pp | 69.0%-57.7pp |
| Annual return | 2.58% | 9.56%-7.0pp | -21.93%+24.5pp | 169.23%-166.6pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $824 | $963-14.5% | $1,897-56.6% | $3,054-73.0% |
| Admin fee / account holder | $332 | $365-8.9% | $2,697-87.7% | $504-34.1% |