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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 | $13,668 | $29,670-53.9% | $56,054-75.6% | $80,911-83.1% |
| Participation rate | 24.2% | 41.7%-17.5pp | 52.5%-28.3pp | 67.6%-43.5pp |
| Annual return | -18.78% | 35.24%-54.0pp | 1705.95%-1724.7pp | 35.63%-54.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,360 | $1,227+92.3% | $1,952+20.9% | $4,297-45.1% |
| Admin fee / account holder | $5,366 | $2,431+120.8% | $2,822+90.1% | $6,935-22.6% |