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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 | $21,167 | $53,127-60.2% | $86,597-75.6% | $70,131-69.8% |
| Participation rate | 8.6% | 65.3%-56.7pp | 73.5%-64.9pp | 69.5%-60.9pp |
| Annual return | -2.06% | 27.66%-29.7pp | 964.96%-967.0pp | 73.14%-75.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $942 | $2,696-65.1% | $3,609-73.9% | $3,332-71.7% |
| Admin fee / account holder | $9,954 | $3,585+177.6% | $4,906+102.9% | $4,645+114.3% |