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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 | $99,053-84.7% | $88,179-82.8% | $138,895-89.1% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.1%-56.6pp | 79.9%-67.4pp |
| Annual return | -80.33% | 78.17%-158.5pp | 64.97%-145.3pp | 145.39%-225.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,731 | $5,225-66.9% | $4,614-62.5% | $6,396-72.9% |
| Admin fee / account holder | $6,744 | $8,748-22.9% | $7,673-12.1% | $12,562-46.3% |