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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 | $37,854 | $27,936+35.5% | $58,561-35.4% | $75,173-49.6% |
| Participation rate | 42.4% | 38.8%+3.5pp | 50.9%-8.5pp | 67.2%-24.9pp |
| Annual return | 13.45% | 44.21%-30.8pp | 4251.33%-4237.9pp | 160.72%-147.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,000 | $1,202-16.8% | $1,923-48.0% | $4,126-75.8% |
| Admin fee / account holder | $6,203 | $1,727+259.2% | $2,520+146.1% | $5,651+9.8% |