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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 | $11,151 | $54,357-79.5% | $82,706-86.5% | $68,495-83.7% |
| Participation rate | 15.4% | 63.9%-48.5pp | 72.6%-57.2pp | 67.9%-52.5pp |
| Annual return | -42.13% | -13.67%-28.5pp | 701.76%-743.9pp | -7.84%-34.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,079 | $3,246-66.8% | $4,394-75.4% | $4,028-73.2% |
| Admin fee / account holder | $2,143 | $4,396-51.2% | $5,329-59.8% | $5,403-60.3% |