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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 | $69,745-60.0% | $67,511-58.7% | $74,546-62.6% |
| Participation rate | 38.8% | 71.3%-32.6pp | 72.9%-34.1pp | 67.2%-28.5pp |
| Annual return | 8.50% | -40.37%+48.9pp | 3517.41%-3508.9pp | 1366.03%-1357.5pp |
| Employer contribution / active EE | $233 | $2,705-91.4% | $2,733-91.5% | $2,624-91.1% |
| Participant deferral / active EE | $1,315 | $3,636-63.8% | $4,000-67.1% | $4,347-69.8% |
| Admin fee / account holder | $9,525 | $894+965.4% | $3,999+138.2% | $1,944+390.1% |