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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 | $31,537 | $45,082-30.0% | $69,464-54.6% | $72,975-56.8% |
| Participation rate | 67.6% | 68.5%-0.8pp | 74.6%-7.0pp | 69.5%-1.8pp |
| Annual return | 5.60% | 22.66%-17.1pp | 28.98%-23.4pp | 81.01%-75.4pp |
| Employer contribution / active EE | $19 | $2,055-99.1% | $2,779-99.3% | $2,440-99.2% |
| Participant deferral / active EE | $925 | $2,604-64.5% | $3,536-73.8% | $3,608-74.4% |
| Admin fee / account holder | $793 | $3,057-74.1% | $3,840-79.3% | $5,124-84.5% |