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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 | $14,171 | $54,355-73.9% | $82,744-82.9% | $68,486-79.3% |
| Participation rate | 21.2% | 63.9%-42.7pp | 72.6%-51.3pp | 67.9%-46.7pp |
| Annual return | -23.22% | -13.67%-9.5pp | 702.22%-725.4pp | -7.85%-15.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,018 | $3,246-68.6% | $4,395-76.8% | $4,028-74.7% |
| Admin fee / account holder | $1,163 | $4,397-73.5% | $5,325-78.2% | $5,404-78.5% |