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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 | $15,441 | $58,241-73.5% | $81,780-81.1% | $80,911-80.9% |
| Participation rate | 11.5% | 63.4%-51.9pp | 72.4%-60.8pp | 67.6%-56.1pp |
| Annual return | 8.71% | 41.73%-33.0pp | 776.27%-767.6pp | 35.63%-26.9pp |
| Employer contribution / active EE | $272 | $2,343-88.4% | $2,914-90.7% | $2,756-90.1% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,492 | $4,973-70.0% | $7,384-79.8% | $6,935-78.5% |