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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 | $16,395 | $100,868-83.7% | $90,414-81.9% | $158,931-89.7% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | -26.05% | 1724.58%-1750.6pp | 1293.19%-1319.2pp | 302.86%-328.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,189 | $4,348-26.6% | $3,963-19.5% | $5,982-46.7% |
| Admin fee / account holder | $13,879 | $6,502+113.4% | $5,611+147.3% | $11,247+23.4% |