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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 | $8,816 | $32,037-72.5% | $69,182-87.3% | $62,881-86.0% |
| Participation rate | 7.0% | 43.4%-36.4pp | 55.1%-48.1pp | 69.3%-62.3pp |
| Annual return | 2.44% | 15.16%-12.7pp | -21.93%+24.4pp | 20.14%-17.7pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $366 | $1,185-69.1% | $1,897-80.7% | $3,203-88.6% |
| Admin fee / account holder | $921 | $2,608-64.7% | $2,697-65.8% | $4,296-78.6% |