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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 | $3,105 | $76,522-95.9% | $56,033-94.5% | $145,884-97.9% |
| Participation rate | 63.6% | 63.2%+0.4pp | 52.5%+11.1pp | 80.3%-16.7pp |
| Annual return | 3.97% | 3014.28%-3010.3pp | 1711.38%-1707.4pp | 551.85%-547.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $457 | $2,624-82.6% | $1,954-76.6% | $6,690-93.2% |
| Admin fee / account holder | $2,343 | $3,328-29.6% | $2,827-17.1% | $13,392-82.5% |