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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 | $4,828 | $36,948-86.9% | $73,658-93.4% | $87,485-94.5% |
| Participation rate | 60.7% | 46.8%+13.9pp | 57.0%+3.7pp | 68.9%-8.2pp |
| Annual return | 10.68% | 28.64%-18.0pp | 29.72%-19.0pp | 26.06%-15.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $986 | $1,379-28.5% | $2,062-52.2% | $4,274-76.9% |
| Admin fee / account holder | $1,193 | $2,531-52.8% | $3,357-64.5% | $7,775-84.7% |