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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 | $56,886 | $55,437+2.6% | $155,534-63.4% | $74,459-23.6% |
| Participation rate | 21.5% | 61.9%-40.4pp | 78.2%-56.7pp | 67.2%-45.7pp |
| Annual return | 9.86% | 269.58%-259.7pp | 64.92%-55.1pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $6 | $2,266-99.8% | $4,675-99.9% | $2,626-99.8% |
| Participant deferral / active EE | $1,943 | $2,837-31.5% | $5,630-65.5% | $4,350-55.3% |
| Admin fee / account holder | $12,887 | $1,742+639.6% | $15,900-18.9% | $1,945+562.7% |