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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 | $35,358 | $27,800+27.2% | $58,561-39.6% | $71,511-50.6% |
| Participation rate | 25.6% | 34.6%-9.0pp | 50.9%-25.3pp | 67.9%-42.4pp |
| Annual return | 14.31% | 26.80%-12.5pp | 4251.33%-4237.0pp | 28.86%-14.5pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,072 | $1,208-11.3% | $1,923-44.3% | $4,291-75.0% |
| Admin fee / account holder | $606 | $1,637-63.0% | $2,520-75.9% | $1,588-61.8% |