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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 | $34,445 | $32,037+7.5% | $69,182-50.2% | $62,881-45.2% |
| Participation rate | 41.4% | 43.4%-2.0pp | 55.1%-13.7pp | 69.3%-27.9pp |
| Annual return | 0.49% | 15.16%-14.7pp | -21.93%+22.4pp | 20.14%-19.6pp |
| Employer contribution / active EE | $38 | $679-94.4% | $1,206-96.8% | $2,281-98.3% |
| Participant deferral / active EE | $688 | $1,185-41.9% | $1,897-63.7% | $3,203-78.5% |
| Admin fee / account holder | $389 | $2,608-85.1% | $2,697-85.6% | $4,296-90.9% |