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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 | $56,577 | $27,924+102.6% | $58,544-3.4% | $75,181-24.7% |
| Participation rate | 45.8% | 38.8%+7.0pp | 50.9%-5.0pp | 67.2%-21.4pp |
| Annual return | 13.03% | 44.20%-31.2pp | 4249.56%-4236.5pp | 160.69%-147.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,935 | $1,202+61.0% | $1,923+0.6% | $4,126-53.1% |
| Admin fee / account holder | $2,169 | $1,726+25.6% | $2,520-13.9% | $5,650-61.6% |