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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 | $19,948 | $90,486-78.0% | $78,676-74.6% | $273,972-92.7% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | -103.41% | 75.62%-179.0pp | 62.19%-165.6pp | 41.46%-144.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,835 | $3,901+75.2% | $3,517+94.4% | $5,287+29.3% |
| Admin fee / account holder | $17,645 | $5,263+235.3% | $4,510+291.2% | $10,133+74.1% |