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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 | $7,051 | $58,311-87.9% | $81,882-91.4% | $80,959-91.3% |
| Participation rate | 23.1% | 63.5%-40.4pp | 72.4%-49.3pp | 67.7%-44.6pp |
| Annual return | -2.40% | 41.85%-44.3pp | 779.47%-781.9pp | 35.67%-38.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,659 | $3,287-49.5% | $4,323-61.6% | $4,300-61.4% |
| Admin fee / account holder | $4,114 | $4,752-13.4% | $7,360-44.1% | $6,925-40.6% |