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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 | $11,998 | $96,678-87.6% | $86,640-86.2% | $139,466-91.4% |
| Participation rate | 21.4% | 74.4%-53.0pp | 71.7%-50.3pp | 80.3%-58.9pp |
| Annual return | -11.38% | 106.69%-118.1pp | 592.52%-603.9pp | 373.66%-385.0pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,215 | $4,837-74.9% | $4,438-72.6% | $6,712-81.9% |
| Admin fee / account holder | $2,341 | $6,410-63.5% | $5,616-58.3% | $11,409-79.5% |