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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 | $14,272 | $39,798-64.1% | $67,704-78.9% | $59,633-76.1% |
| Participation rate | 26.2% | 57.4%-31.2pp | 67.5%-41.3pp | 68.7%-42.5pp |
| Annual return | -14.86% | 89.94%-104.8pp | 25.41%-40.3pp | 2041.45%-2056.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,972 | $2,335+27.3% | $3,585-17.1% | $3,192-6.9% |
| Admin fee / account holder | $2,305 | $3,212-28.2% | $4,255-45.8% | $4,297-46.4% |