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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 | $15,137 | $108,882-86.1% | $96,754-84.4% | $154,746-90.2% |
| Participation rate | 12.5% | 75.1%-62.6pp | 70.3%-57.8pp | 80.7%-68.2pp |
| Annual return | -80.33% | 98.39%-178.7pp | 82.04%-162.4pp | 172.34%-252.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,731 | $5,323-67.5% | $4,758-63.6% | $6,730-74.3% |
| Admin fee / account holder | $6,744 | $10,200-33.9% | $8,905-24.3% | $14,365-53.1% |