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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 | $42,794 | $28,624+49.5% | $53,647-20.2% | $82,637-48.2% |
| Participation rate | 15.7% | 47.3%-31.6pp | 56.3%-40.6pp | 68.1%-52.4pp |
| Annual return | 14.26% | 664.98%-650.7pp | 358.33%-344.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $559 | $1,196-53.2% | $1,813-69.1% | $4,126-86.4% |
| Admin fee / account holder | $3,640 | $2,022+80.0% | $2,460+48.0% | $7,339-50.4% |