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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 | $32,846 | $29,716+10.5% | $56,077-41.4% | $80,925-59.4% |
| Participation rate | 44.0% | 41.7%+2.3pp | 52.5%-8.5pp | 67.7%-23.7pp |
| Annual return | 9.72% | 35.30%-25.6pp | 1709.28%-1699.6pp | 35.65%-25.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $745 | $1,228-39.4% | $1,954-61.9% | $4,299-82.7% |
| Admin fee / account holder | $3,282 | $2,432+35.0% | $2,825+16.2% | $6,940-52.7% |