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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 | $11,919 | $84,685-85.9% | $73,836-83.9% | $125,389-90.5% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -11.08% | 3123.80%-3134.9pp | 2268.06%-2279.1pp | 282.24%-293.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,323 | $3,993-16.8% | $3,583-7.3% | $5,352-37.9% |
| Admin fee / account holder | $2,375 | $5,694-58.3% | $4,882-51.3% | $9,541-75.1% |