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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 | $21,442 | $56,197-61.8% | $67,652-68.3% | $59,633-64.0% |
| Participation rate | 19.2% | 71.5%-52.2pp | 75.7%-56.4pp | 68.7%-49.4pp |
| Annual return | -7.57% | 18508.10%-18515.7pp | 6625.40%-6633.0pp | 2041.45%-2049.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,941 | $2,844-31.8% | $3,560-45.5% | $3,192-39.2% |
| Admin fee / account holder | $406 | $3,958-89.7% | $4,821-91.6% | $4,297-90.5% |