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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 | $59,817 | $69,774-14.3% | $67,575-11.5% | $74,459-19.7% |
| Participation rate | 33.6% | 71.4%-37.8pp | 72.9%-39.3pp | 67.2%-33.6pp |
| Annual return | 11.10% | -40.53%+51.6pp | 3528.98%-3517.9pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $322 | $2,710-88.1% | $2,736-88.2% | $2,626-87.8% |
| Participant deferral / active EE | $1,912 | $3,636-47.4% | $4,003-52.2% | $4,350-56.0% |
| Admin fee / account holder | $21,080 | $890+2269.2% | $3,993+427.9% | $1,945+983.9% |