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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 | $36,003 | $27,943+28.8% | $58,507-38.5% | $75,177-52.1% |
| Participation rate | 39.6% | 38.8%+0.7pp | 50.9%-11.3pp | 67.2%-27.6pp |
| Annual return | 11.06% | 44.22%-33.2pp | 4252.32%-4241.3pp | 160.75%-149.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,131 | $1,202-5.9% | $1,922-41.1% | $4,126-72.6% |
| Admin fee / account holder | $718 | $1,727-58.4% | $2,486-71.1% | $5,651-87.3% |