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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 | $12,276 | $45,087-72.8% | $69,483-82.3% | $72,976-83.2% |
| Participation rate | 42.4% | 68.5%-26.1pp | 74.6%-32.2pp | 69.5%-27.1pp |
| Annual return | 3.89% | 22.67%-18.8pp | 28.99%-25.1pp | 81.02%-77.1pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $857 | $2,603-67.1% | $3,537-75.8% | $3,608-76.3% |
| Admin fee / account holder | $960 | $3,057-68.6% | $3,841-75.0% | $5,124-81.3% |