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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 | $31,780 | $69,708-54.4% | $67,560-53.0% | $74,478-57.3% |
| Participation rate | 30.5% | 71.4%-40.9pp | 72.9%-42.4pp | 67.2%-36.7pp |
| Annual return | 10.55% | -40.67%+51.2pp | 3533.50%-3522.9pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $176 | $2,715-93.5% | $2,737-93.6% | $2,626-93.3% |
| Participant deferral / active EE | $1,701 | $3,637-53.2% | $4,004-57.5% | $4,350-60.9% |
| Admin fee / account holder | $4,413 | $887+397.5% | $3,994+10.5% | $1,946+126.8% |