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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 | $55,981 | $30,437+83.9% | $56,033-0.1% | $74,459-24.8% |
| Participation rate | 17.8% | 32.9%-15.1pp | 52.5%-34.7pp | 67.2%-49.5pp |
| Annual return | 10.18% | 24.96%-14.8pp | 1711.38%-1701.2pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $77 | $610-87.4% | $1,041-92.6% | $2,626-97.1% |
| Participant deferral / active EE | $684 | $1,176-41.8% | $1,954-65.0% | $4,350-84.3% |
| Admin fee / account holder | $470 | $2,363-80.1% | $2,827-83.4% | $1,945-75.8% |