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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 | $3,409 | $36,948-90.8% | $73,658-95.4% | $87,485-96.1% |
| Participation rate | 68.3% | 46.8%+21.5pp | 57.0%+11.3pp | 68.9%-0.6pp |
| Annual return | 13.12% | 28.64%-15.5pp | 29.72%-16.6pp | 26.06%-12.9pp |
| Employer contribution / active EE | $18 | $670-97.3% | $1,032-98.2% | $2,596-99.3% |
| Participant deferral / active EE | $1,644 | $1,379+19.2% | $2,062-20.2% | $4,274-61.5% |
| Admin fee / account holder | $742 | $2,531-70.7% | $3,357-77.9% | $7,775-90.5% |