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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 | $16,166 | $45,152-64.2% | $73,845-78.1% | $59,632-72.9% |
| Participation rate | 31.8% | 64.0%-32.2pp | 73.4%-41.6pp | 68.7%-36.9pp |
| Annual return | -6.05% | 27.40%-33.5pp | 2267.91%-2274.0pp | 2041.32%-2047.4pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $969 | $2,574-62.4% | $3,583-73.0% | $3,192-69.6% |
| Admin fee / account holder | $620 | $3,516-82.4% | $4,881-87.3% | $4,297-85.6% |