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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 | $64,275 | $45,566+41.1% | $64,105+0.3% | $59,633+7.8% |
| Participation rate | 42.9% | 60.2%-17.3pp | 68.2%-25.3pp | 68.7%-25.8pp |
| Annual return | -2.89% | 4.95%-7.8pp | 791.24%-794.1pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,327 | $2,057-35.5% | $2,822-53.0% | $3,192-58.4% |
| Admin fee / account holder | $2,656 | $3,268-18.7% | $4,499-41.0% | $4,297-38.2% |