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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 | $37,350 | $29,736+25.6% | $56,033-33.3% | $80,935-53.9% |
| Participation rate | 5.7% | 41.7%-36.0pp | 52.5%-46.8pp | 67.7%-61.9pp |
| Annual return | 6.44% | 35.28%-28.8pp | 1711.38%-1704.9pp | 35.66%-29.2pp |
| Employer contribution / active EE | $29 | $671-95.7% | $1,041-97.3% | $2,757-99.0% |
| Participant deferral / active EE | $1,286 | $1,228+4.7% | $1,954-34.2% | $4,299-70.1% |
| Admin fee / account holder | $20,416 | $2,434+738.9% | $2,827+622.2% | $6,924+194.8% |