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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 | $17,286 | $48,300-64.2% | $40,145,923-100.0% | $62,881-72.5% |
| Participation rate | 41.2% | 62.0%-20.9pp | 68.4%-27.2pp | 69.3%-28.1pp |
| Annual return | -2.59% | 6.95%-9.5pp | 5.24%-7.8pp | 20.14%-22.7pp |
| Employer contribution / active EE | $22 | $1,333-98.4% | $1,844-98.8% | $2,281-99.0% |
| Participant deferral / active EE | $1,374 | $2,388-42.5% | $2,591-47.0% | $3,203-57.1% |
| Admin fee / account holder | $2,764 | $2,919-5.3% | $2,903-4.8% | $4,296-35.7% |