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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 | $21,744 | $180,749-88.0% | $160,784-86.5% | $137,256-84.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | -5.54% | 2234.46%-2240.0pp | 1803.92%-1809.5pp | 220.34%-225.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,821 | $6,844-73.4% | $6,293-71.1% | $6,407-71.6% |
| Admin fee / account holder | $6,513 | $10,397-37.4% | $9,717-33.0% | $12,270-46.9% |