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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 | $13,890 | $102,938-86.5% | $94,105-85.2% | $138,895-90.0% |
| Participation rate | 44.4% | 74.6%-30.2pp | 71.9%-27.5pp | 79.9%-35.5pp |
| Annual return | -28.57% | 250.28%-278.9pp | 204.55%-233.1pp | 145.39%-174.0pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,192 | $4,196-0.1% | $3,881+8.0% | $6,396-34.5% |
| Admin fee / account holder | $3,520 | $6,600-46.7% | $6,199-43.2% | $12,562-72.0% |