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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 | $20,403 | $104,953-80.6% | $84,637-75.9% | $152,909-86.7% |
| Participation rate | 16.7% | 74.8%-58.2pp | 68.2%-51.6pp | 82.5%-65.8pp |
| Annual return | -77.07% | 373.94%-451.0pp | 258.82%-335.9pp | 345.46%-422.5pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,589 | $4,691-44.8% | $3,900-33.6% | $5,851-55.8% |
| Admin fee / account holder | $13,188 | $6,244+111.2% | $4,914+168.4% | $11,601+13.7% |