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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 | $67,481 | $69,708-3.2% | $67,560-0.1% | $74,478-9.4% |
| Participation rate | 18.2% | 71.4%-53.2pp | 72.9%-54.8pp | 67.2%-49.0pp |
| Annual return | 9.09% | -40.67%+49.8pp | 3533.50%-3524.4pp | 1370.56%-1361.5pp |
| Employer contribution / active EE | $389 | $2,715-85.7% | $2,737-85.8% | $2,626-85.2% |
| Participant deferral / active EE | $1,726 | $3,637-52.5% | $4,004-56.9% | $4,350-60.3% |
| Admin fee / account holder | $5,861 | $887+560.7% | $3,994+46.8% | $1,946+201.2% |