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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 | $17,908 | $39,798-55.0% | $67,704-73.5% | $59,633-70.0% |
| Participation rate | 33.3% | 57.4%-24.0pp | 67.5%-34.2pp | 68.7%-35.3pp |
| Annual return | -4.22% | 89.94%-94.2pp | 25.41%-29.6pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $979 | $2,335-58.1% | $3,585-72.7% | $3,192-69.3% |
| Admin fee / account holder | $1,042 | $3,212-67.6% | $4,255-75.5% | $4,297-75.8% |