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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 | $45,009 | $26,137+72.2% | $58,561-23.1% | $74,460-39.6% |
| Participation rate | 11.1% | 32.2%-21.0pp | 50.9%-39.8pp | 70.7%-59.6pp |
| Annual return | 12.74% | 32.53%-19.8pp | 4251.33%-4238.6pp | 34.38%-21.6pp |
| Employer contribution / active EE | $77 | $537-85.6% | $1,053-92.6% | $2,638-97.1% |
| Participant deferral / active EE | $349 | $1,076-67.5% | $1,923-81.8% | $4,530-92.3% |
| Admin fee / account holder | $5,633 | $648+769.2% | $2,520+123.5% | $348+1519.6% |