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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 | $14,428 | $47,944-69.9% | $67,834-78.7% | $62,881-77.1% |
| Participation rate | 66.7% | 61.1%+5.6pp | 68.8%-2.1pp | 69.3%-2.6pp |
| Annual return | -0.50% | 11.77%-12.3pp | 138.47%-139.0pp | 20.14%-20.6pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $865 | $2,247-61.5% | $3,160-72.6% | $3,203-73.0% |
| Admin fee / account holder | $575 | $3,712-84.5% | $4,622-87.6% | $4,296-86.6% |