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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 | $52,661 | $48,300+9.0% | $40,145,923-99.9% | $62,881-16.3% |
| Participation rate | 16.9% | 62.0%-45.2pp | 68.4%-51.5pp | 69.3%-52.4pp |
| Annual return | 3.75% | 6.95%-3.2pp | 5.24%-1.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $776 | $2,388-67.5% | $2,591-70.1% | $3,203-75.8% |
| Admin fee / account holder | $6,072 | $2,919+108.0% | $2,903+109.1% | $4,296+41.3% |