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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 | $13,179 | $39,132-66.3% | $57,196-77.0% | $62,881-79.0% |
| Participation rate | 67.2% | 70.5%-3.3pp | 75.3%-8.1pp | 69.3%-2.1pp |
| Annual return | 0.07% | 9.24%-9.2pp | 14.59%-14.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $209 | $1,874-88.9% | $2,683-92.2% | $2,281-90.8% |
| Participant deferral / active EE | $835 | $2,374-64.8% | $3,096-73.0% | $3,203-73.9% |
| Admin fee / account holder | $371 | $2,594-85.7% | $3,141-88.2% | $4,296-91.4% |