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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 | $31,849 | $27,943+14.0% | $58,507-45.6% | $75,177-57.6% |
| Participation rate | 5.6% | 38.8%-33.3pp | 50.9%-45.3pp | 67.2%-61.6pp |
| Annual return | 6.56% | 44.22%-37.7pp | 4252.32%-4245.8pp | 160.75%-154.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $462 | $1,202-61.5% | $1,922-75.9% | $4,126-88.8% |
| Admin fee / account holder | $21,174 | $1,727+1125.9% | $2,486+751.7% | $5,651+274.7% |