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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 | $16,323 | $45,152-63.8% | $73,836-77.9% | $59,633-72.6% |
| Participation rate | 57.6% | 64.0%-6.4pp | 73.4%-15.9pp | 68.7%-11.1pp |
| Annual return | -9.34% | 27.40%-36.7pp | 2268.06%-2277.4pp | 2041.45%-2050.8pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,918 | $2,573+168.9% | $3,583+93.1% | $3,192+116.8% |
| Admin fee / account holder | $1,132 | $3,515-67.8% | $4,882-76.8% | $4,297-73.7% |