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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 | $7,944 | $57,590-86.2% | $86,233-90.8% | $82,448-90.4% |
| Participation rate | 63.3% | 57.9%+5.5pp | 69.0%-5.7pp | 68.1%-4.7pp |
| Annual return | 10.97% | 22.41%-11.4pp | 61.39%-50.4pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $760 | $3,080-75.3% | $4,559-83.3% | $4,139-81.6% |
| Admin fee / account holder | $718 | $4,730-84.8% | $8,342-91.4% | $7,234-90.1% |