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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 | $16,304 | $90,617-82.0% | $79,476-79.5% | $135,382-88.0% |
| Participation rate | 60.0% | 76.1%-16.1pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -21.88% | 977.57%-999.4pp | 718.21%-740.1pp | 519.77%-541.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,741 | $4,050-32.3% | $3,704-26.0% | $5,609-51.1% |
| Admin fee / account holder | $1,990 | $5,907-66.3% | $5,113-61.1% | $10,829-81.6% |