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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 | $13,190 | $27,243-51.6% | $52,425-74.8% | $79,634-83.4% |
| Participation rate | 3.5% | 22.4%-18.9pp | 55.6%-52.2pp | 62.5%-59.0pp |
| Annual return | -9.42% | 63.36%-72.8pp | 302.12%-311.5pp | 36.46%-45.9pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $280 | $636-56.0% | $1,790-84.4% | $3,835-92.7% |
| Admin fee / account holder | $5,127 | $2,105+143.6% | $2,495+105.5% | $1,002+411.7% |