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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 | $11,600 | $88,778-86.9% | $81,844-85.8% | $145,884-92.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | -13.31% | 1033.03%-1046.3pp | 778.87%-792.2pp | 551.85%-565.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,500 | $4,648-3.2% | $4,323+4.1% | $6,690-32.7% |
| Admin fee / account holder | $2,275 | $8,430-73.0% | $7,355-69.1% | $13,392-83.0% |