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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 | $15,177 | $45,152-66.4% | $73,836-79.4% | $59,633-74.5% |
| Participation rate | 13.3% | 64.0%-50.7pp | 73.4%-60.1pp | 68.7%-55.3pp |
| Annual return | -22.02% | 27.40%-49.4pp | 2268.06%-2290.1pp | 2041.45%-2063.5pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $953 | $2,573-63.0% | $3,583-73.4% | $3,192-70.2% |
| Admin fee / account holder | $2,281 | $3,515-35.1% | $4,882-53.3% | $4,297-46.9% |