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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 | $59,190 | $27,924+112.0% | $58,544+1.1% | $75,181-21.3% |
| Participation rate | 13.4% | 38.8%-25.4pp | 50.9%-37.4pp | 67.2%-53.8pp |
| Annual return | 11.33% | 44.20%-32.9pp | 4249.56%-4238.2pp | 160.69%-149.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $271 | $1,202-77.4% | $1,923-85.9% | $4,126-93.4% |
| Admin fee / account holder | $805 | $1,726-53.4% | $2,520-68.1% | $5,650-85.8% |