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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 | $2,282 | $76,634-97.0% | $56,054-95.9% | $145,978-98.4% |
| Participation rate | 64.3% | 63.2%+1.1pp | 52.5%+11.8pp | 80.3%-16.0pp |
| Annual return | 3.10% | 3004.33%-3001.2pp | 1705.95%-1702.8pp | 550.52%-547.4pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,077 | $2,622-58.9% | $1,952-44.8% | $6,690-83.9% |
| Admin fee / account holder | $749 | $3,321-77.5% | $2,822-73.5% | $13,400-94.4% |