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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 | $7,043 | $67,823-89.6% | $52,425-86.6% | $137,256-94.9% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 3.62% | 219.11%-215.5pp | 302.12%-298.5pp | 220.34%-216.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,546 | $2,288+11.3% | $1,790+42.2% | $6,407-60.3% |
| Admin fee / account holder | $810 | $2,844-71.5% | $2,495-67.5% | $12,270-93.4% |