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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 | $3,437 | $28,624-88.0% | $53,647-93.6% | $82,637-95.8% |
| Participation rate | 47.1% | 47.3%-0.2pp | 56.3%-9.2pp | 68.1%-21.0pp |
| Annual return | 12.06% | 664.98%-652.9pp | 358.33%-346.3pp | 53.51%-41.4pp |
| Employer contribution / active EE | $26 | $637-96.0% | $962-97.3% | $2,552-99.0% |
| Participant deferral / active EE | $715 | $1,196-40.2% | $1,813-60.6% | $4,126-82.7% |
| Admin fee / account holder | $1,354 | $2,022-33.1% | $2,460-45.0% | $7,339-81.6% |