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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 | $15,490 | $100,895-84.6% | $90,430-82.9% | $158,950-90.3% |
| Participation rate | 23.1% | 75.0%-51.9pp | 72.7%-49.6pp | 82.0%-58.9pp |
| Annual return | -84.59% | 1725.54%-1810.1pp | 1293.73%-1378.3pp | 302.91%-387.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,106 | $4,347-28.5% | $3,963-21.6% | $5,983-48.1% |
| Admin fee / account holder | $12,693 | $6,505+95.1% | $5,613+126.1% | $11,248+12.8% |