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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 | $12,870 | $90,606-85.8% | $79,466-83.8% | $135,379-90.5% |
| Participation rate | 26.1% | 76.0%-50.0pp | 73.3%-47.3pp | 82.6%-56.6pp |
| Annual return | -14.48% | 977.69%-992.2pp | 718.28%-732.8pp | 519.79%-534.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,229 | $4,050-20.3% | $3,704-12.8% | $5,609-42.4% |
| Admin fee / account holder | $1,401 | $5,895-76.2% | $5,104-72.5% | $10,828-87.1% |