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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 | $3,617 | $29,736-87.8% | $56,033-93.5% | $80,935-95.5% |
| Participation rate | 63.0% | 41.7%+21.3pp | 52.5%+10.5pp | 67.7%-4.7pp |
| Annual return | 7.58% | 35.28%-27.7pp | 1711.38%-1703.8pp | 35.66%-28.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $370 | $1,228-69.9% | $1,954-81.1% | $4,299-91.4% |
| Admin fee / account holder | $808 | $2,434-66.8% | $2,827-71.4% | $6,924-88.3% |