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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 | $44,581 | $27,943+59.5% | $58,507-23.8% | $75,177-40.7% |
| Participation rate | 5.1% | 38.8%-33.7pp | 50.9%-45.7pp | 67.2%-62.1pp |
| Annual return | 10.66% | 44.22%-33.6pp | 4252.32%-4241.7pp | 160.75%-150.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $238 | $1,202-80.2% | $1,922-87.6% | $4,126-94.2% |
| Admin fee / account holder | $1,589 | $1,727-8.0% | $2,486-36.1% | $5,651-71.9% |