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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 | $25,017 | $69,774-64.1% | $67,561-63.0% | $74,429-66.4% |
| Participation rate | 37.8% | 71.4%-33.6pp | 72.9%-35.1pp | 67.2%-29.4pp |
| Annual return | 9.69% | -40.53%+50.2pp | 3525.44%-3515.8pp | 1368.38%-1358.7pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,735-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,324 | $3,636-63.6% | $4,003-66.9% | $4,348-69.5% |
| Admin fee / account holder | $1,349 | $890+51.6% | $4,006-66.3% | $1,944-30.6% |