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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 | $61,399 | $29,736+106.5% | $56,033+9.6% | $80,935-24.1% |
| Participation rate | 28.2% | 41.7%-13.5pp | 52.5%-24.3pp | 67.7%-39.5pp |
| Annual return | 8.84% | 35.28%-26.4pp | 1711.38%-1702.5pp | 35.66%-26.8pp |
| Employer contribution / active EE | $58 | $671-91.4% | $1,041-94.4% | $2,757-97.9% |
| Participant deferral / active EE | $1,929 | $1,228+57.0% | $1,954-1.3% | $4,299-55.1% |
| Admin fee / account holder | $5,351 | $2,434+119.9% | $2,827+89.3% | $6,924-22.7% |