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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 | $32,441 | $51,878-37.5% | $68,368-52.5% | $79,634-59.3% |
| Participation rate | 8.3% | 53.7%-45.4pp | 73.8%-65.4pp | 62.5%-54.2pp |
| Annual return | 11.10% | 137.43%-126.3pp | 292.57%-281.5pp | 36.46%-25.4pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $579 | $2,577-77.5% | $4,123-86.0% | $3,835-84.9% |
| Admin fee / account holder | $1,214 | $942+28.9% | $5,150-76.4% | $1,002+21.2% |