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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 | $12,926 | $95,188-86.4% | $76,518-83.1% | $135,380-90.5% |
| Participation rate | 26.1% | 74.4%-48.3pp | 68.0%-41.9pp | 82.6%-56.6pp |
| Annual return | -14.95% | 4.85%-19.8pp | -0.27%-14.7pp | 519.81%-534.8pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $628 | $4,640-86.5% | $3,836-83.6% | $5,609-88.8% |
| Admin fee / account holder | $509 | $6,249-91.8% | $4,849-89.5% | $10,828-95.3% |