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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 | $69,774-54.5% | $67,561-53.0% | $74,429-57.3% |
| Participation rate | 30.5% | 71.4%-40.9pp | 72.9%-42.4pp | 67.2%-36.7pp |
| Annual return | 10.55% | -40.53%+51.1pp | 3525.44%-3514.9pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $176 | $2,710-93.5% | $2,735-93.6% | $2,625-93.3% |
| Participant deferral / active EE | $1,701 | $3,636-53.2% | $4,003-57.5% | $4,348-60.9% |
| Admin fee / account holder | $4,413 | $890+396.0% | $4,006+10.2% | $1,944+127.0% |