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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 | $2,557 | $29,733-91.4% | $56,025-95.4% | $80,959-96.8% |
| Participation rate | 54.3% | 41.7%+12.6pp | 52.5%+1.8pp | 67.7%-13.3pp |
| Annual return | 8.46% | 35.28%-26.8pp | 1712.69%-1704.2pp | 35.67%-27.2pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,088 | $1,229-11.5% | $1,955-44.3% | $4,300-74.7% |
| Admin fee / account holder | $913 | $2,434-62.5% | $2,828-67.7% | $6,925-86.8% |