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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 | $43,049 | $29,525+45.8% | $56,033-23.2% | $77,736-44.6% |
| Participation rate | 6.3% | 32.7%-26.4pp | 52.5%-46.2pp | 70.6%-64.3pp |
| Annual return | 10.54% | 18.90%-8.4pp | 1711.38%-1700.8pp | 31.26%-20.7pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $322 | $1,062-69.6% | $1,954-83.5% | $4,651-93.1% |
| Admin fee / account holder | $16,186 | $1,040+1456.4% | $2,827+472.6% | $433+3635.5% |