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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 | $45,320 | $27,936+62.2% | $58,561-22.6% | $75,173-39.7% |
| Participation rate | 25.7% | 38.8%-13.1pp | 50.9%-25.2pp | 67.2%-41.5pp |
| Annual return | 8.79% | 44.21%-35.4pp | 4251.33%-4242.5pp | 160.72%-151.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $818 | $1,202-31.9% | $1,923-57.4% | $4,126-80.2% |
| Admin fee / account holder | $1,813 | $1,727+5.0% | $2,520-28.1% | $5,651-67.9% |