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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 | $44,621 | $34,316+30.0% | $74,722-40.3% | $72,975-38.9% |
| Participation rate | 34.1% | 42.4%-8.3pp | 54.5%-20.4pp | 69.5%-35.4pp |
| Annual return | 12.01% | 26.58%-14.6pp | 753.11%-741.1pp | 81.01%-69.0pp |
| Employer contribution / active EE | $96 | $692-86.2% | $1,084-91.2% | $2,440-96.1% |
| Participant deferral / active EE | $1,503 | $1,272+18.2% | $1,963-23.4% | $3,608-58.3% |
| Admin fee / account holder | $2,010 | $2,125-5.4% | $3,335-39.7% | $5,124-60.8% |