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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 | $14,101 | $45,152-68.8% | $73,835-80.9% | $59,633-76.4% |
| Participation rate | 28.9% | 64.0%-35.1pp | 73.4%-44.5pp | 68.7%-39.7pp |
| Annual return | -12.01% | 27.40%-39.4pp | 2268.13%-2280.1pp | 2041.40%-2053.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,896 | $2,573+12.6% | $3,583-19.2% | $3,192-9.2% |
| Admin fee / account holder | $2,199 | $3,515-37.4% | $4,880-54.9% | $4,297-48.8% |