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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 | $58,582 | $28,624+104.7% | $53,647+9.2% | $82,637-29.1% |
| Participation rate | 20.9% | 47.3%-26.3pp | 56.3%-35.3pp | 68.1%-47.1pp |
| Annual return | 9.99% | 664.98%-655.0pp | 358.33%-348.3pp | 53.51%-43.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $975 | $1,196-18.5% | $1,813-46.2% | $4,126-76.4% |
| Admin fee / account holder | $1,232 | $2,022-39.1% | $2,460-49.9% | $7,339-83.2% |