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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 | $9,975 | $90,614-89.0% | $76,089-86.9% | $145,877-93.2% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.1%-27.4pp | 80.3%-38.6pp |
| Annual return | -16.97% | 623.80%-640.8pp | 360.94%-377.9pp | 551.28%-568.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,997 | $5,168-61.4% | $4,259-53.1% | $6,691-70.2% |
| Admin fee / account holder | $1,806 | $8,376-78.4% | $6,418-71.9% | $13,402-86.5% |