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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 | $36,225 | $22,602+60.3% | $65,566-44.8% | $75,173-51.8% |
| Participation rate | 55.9% | 63.1%-7.2pp | 64.9%-9.0pp | 67.2%-11.3pp |
| Annual return | 10.96% | 71.13%-60.2pp | 47.40%-36.4pp | 160.72%-149.8pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $964 | $1,695-43.1% | $2,832-66.0% | $4,126-76.6% |
| Admin fee / account holder | $7,707 | $1,877+310.5% | $4,114+87.3% | $5,651+36.4% |