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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 | $16,710 | $57,352-70.9% | $83,831-80.1% | $64,173-74.0% |
| Participation rate | 23.1% | 68.6%-45.5pp | 76.1%-53.1pp | 69.6%-46.5pp |
| Annual return | -17.47% | 11.38%-28.9pp | 850.99%-868.5pp | 7.63%-25.1pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,556 | $2,993-48.0% | $4,082-61.9% | $3,470-55.2% |
| Admin fee / account holder | $3,289 | $4,046-18.7% | $5,479-40.0% | $4,887-32.7% |