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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 | $58,905 | $27,936+110.9% | $58,561+0.6% | $75,173-21.6% |
| Participation rate | 28.0% | 38.8%-10.8pp | 50.9%-22.9pp | 67.2%-39.2pp |
| Annual return | 9.87% | 44.21%-34.3pp | 4251.33%-4241.5pp | 160.72%-150.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $523 | $1,202-56.5% | $1,923-72.8% | $4,126-87.3% |
| Admin fee / account holder | $319 | $1,727-81.5% | $2,520-87.4% | $5,651-94.4% |