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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 | $20,836 | $51,708-59.7% | $106,619-80.5% | $62,881-66.9% |
| Participation rate | 55.7% | 66.9%-11.2pp | 78.0%-22.3pp | 69.3%-13.6pp |
| Annual return | 3.74% | 4.69%-0.9pp | 9.42%-5.7pp | 20.14%-16.4pp |
| Employer contribution / active EE | $239 | $1,764-86.4% | $3,947-93.9% | $2,281-89.5% |
| Participant deferral / active EE | $979 | $2,315-57.7% | $3,930-75.1% | $3,203-69.4% |
| Admin fee / account holder | $792 | $3,349-76.3% | $6,418-87.7% | $4,296-81.6% |