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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 | $5,432 | $37,156-85.4% | $83,854-93.5% | $86,983-93.8% |
| Participation rate | 18.8% | 49.1%-30.3pp | 59.1%-40.4pp | 69.5%-50.8pp |
| Annual return | 3.27% | 29.88%-26.6pp | 31.39%-28.1pp | 25.83%-22.6pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $327 | $1,418-76.9% | $2,035-83.9% | $4,194-92.2% |
| Admin fee / account holder | $697 | $2,510-72.2% | $3,197-78.2% | $7,856-91.1% |