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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 | $7,699 | $37,446-79.4% | $77,513-90.1% | $79,852-90.4% |
| Participation rate | 52.2% | 41.5%+10.6pp | 54.2%-2.0pp | 69.6%-17.5pp |
| Annual return | 8.41% | 39.76%-31.3pp | 54.81%-46.4pp | 31.72%-23.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $582 | $1,261-53.8% | $1,861-68.7% | $3,740-84.4% |
| Admin fee / account holder | $2,166 | $2,506-13.6% | $2,859-24.3% | $5,306-59.2% |