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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 | $14,400 | $152,591-90.6% | $117,529-87.7% | $134,545-89.3% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -23.48% | 53.04%-76.5pp | 29.77%-53.2pp | 418.37%-441.8pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,368 | $4,821-50.9% | $4,072-41.9% | $6,401-63.0% |
| Admin fee / account holder | $782 | $7,004-88.8% | $5,645-86.2% | $11,431-93.2% |