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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 | $29,670+10.7% | $56,054-41.4% | $80,911-59.4% |
| Participation rate | 44.0% | 41.7%+2.3pp | 52.5%-8.5pp | 67.6%-23.6pp |
| Annual return | 9.72% | 35.24%-25.5pp | 1705.95%-1696.2pp | 35.63%-25.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $745 | $1,227-39.3% | $1,952-61.9% | $4,297-82.7% |
| Admin fee / account holder | $3,282 | $2,431+35.0% | $2,822+16.3% | $6,935-52.7% |