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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 | $15,112 | $58,311-74.1% | $81,882-81.5% | $80,959-81.3% |
| Participation rate | 21.8% | 63.5%-41.7pp | 72.4%-50.6pp | 67.7%-45.9pp |
| Annual return | -4.91% | 41.85%-46.8pp | 779.47%-784.4pp | 35.67%-40.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $919 | $3,287-72.0% | $4,323-78.7% | $4,300-78.6% |
| Admin fee / account holder | $3,314 | $4,752-30.3% | $7,360-55.0% | $6,925-52.1% |