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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 | $4,928 | $36,140-86.4% | $73,658-93.3% | $64,340-92.3% |
| Participation rate | 34.6% | 31.0%+3.6pp | 57.0%-22.4pp | 55.2%-20.6pp |
| Annual return | 8.22% | 21.48%-13.3pp | 29.72%-21.5pp | 24.14%-15.9pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,487 | $1,023+45.4% | $2,062-27.9% | $2,980-50.1% |
| Admin fee / account holder | $721 | $2,513-71.3% | $3,357-78.5% | $3,703-80.5% |