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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 | $27,889 | $69,771-60.0% | $67,524-58.7% | $74,400-62.5% |
| Participation rate | 38.8% | 71.4%-32.6pp | 72.9%-34.1pp | 67.2%-28.5pp |
| Annual return | 8.50% | -40.49%+49.0pp | 3519.41%-3510.9pp | 1367.51%-1359.0pp |
| Employer contribution / active EE | $233 | $2,710-91.4% | $2,734-91.5% | $2,624-91.1% |
| Participant deferral / active EE | $1,315 | $3,638-63.9% | $4,001-67.1% | $4,348-69.8% |
| Admin fee / account holder | $9,525 | $889+971.1% | $4,001+138.1% | $1,944+390.1% |