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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 | $10,218 | $101,283-89.9% | $75,826-86.5% | $135,382-92.5% |
| Participation rate | 66.7% | 72.7%-6.1pp | 68.2%-1.6pp | 82.6%-16.0pp |
| Annual return | -532.50% | 3384.62%-3917.1pp | 1914.15%-2446.7pp | 519.77%-1052.3pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,100 | $3,469+104.7% | $2,862+148.0% | $5,609+26.6% |
| Admin fee / account holder | $589 | $6,539-91.0% | $4,726-87.5% | $10,829-94.6% |