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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 | $17,397 | $109,905-84.2% | $98,506-82.3% | $167,553-89.6% |
| Participation rate | 30.0% | 75.8%-45.8pp | 73.3%-43.3pp | 82.1%-52.1pp |
| Annual return | 0.76% | 1960.20%-1959.4pp | 1494.92%-1494.2pp | 478.89%-478.1pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,914 | $4,674-59.0% | $4,277-55.2% | $6,343-69.8% |
| Admin fee / account holder | $5,503 | $6,760-18.6% | $5,955-7.6% | $12,316-55.3% |