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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 | $13,298 | $115,866-88.5% | $65,328-79.6% | $139,456-90.5% |
| Participation rate | 6.7% | 67.8%-61.1pp | 64.9%-58.3pp | 80.3%-73.7pp |
| Annual return | -109.27% | 31.21%-140.5pp | 47.39%-156.7pp | 373.45%-482.7pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $953 | $4,242-77.5% | $2,832-66.3% | $6,711-85.8% |
| Admin fee / account holder | $12,194 | $6,705+81.9% | $4,116+196.3% | $11,407+6.9% |