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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 | $36,234 | $29,667+22.1% | $56,441-35.8% | $80,874-55.2% |
| Participation rate | 13.6% | 41.7%-28.0pp | 52.5%-38.9pp | 67.6%-54.0pp |
| Annual return | 9.16% | 35.22%-26.1pp | 1704.21%-1695.1pp | 35.62%-26.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $769 | $1,227-37.3% | $1,953-60.6% | $4,297-82.1% |
| Admin fee / account holder | $15,477 | $2,429+537.1% | $2,829+447.0% | $6,935+123.2% |